LWM

Liberty Wealth Management Portfolio holdings

AUM $710M
1-Year Est. Return 15.99%
This Quarter Est. Return
1 Year Est. Return
+15.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,030
New
Increased
Reduced
Closed

Top Buys

1
+$5.07M
2
+$4.96M
3
+$3.26M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.66M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.32M

Top Sells

1
+$3.18M
2
+$3.02M
3
+$2.77M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.98M
5
MBB icon
iShares MBS ETF
MBB
+$1.22M

Sector Composition

1 Technology 16.79%
2 Healthcare 3.2%
3 Communication Services 3.16%
4 Consumer Discretionary 3.13%
5 Financials 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$4K ﹤0.01%
951
-850
652
$4K ﹤0.01%
567
+10
653
$4K ﹤0.01%
45
-6
654
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22
-4
655
$4K ﹤0.01%
103
656
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44
657
$4K ﹤0.01%
335
-150
658
$4K ﹤0.01%
26
659
$4K ﹤0.01%
161
+2
660
$4K ﹤0.01%
121
+1
661
$4K ﹤0.01%
54
662
$4K ﹤0.01%
+17
663
$4K ﹤0.01%
25
-5
664
$4K ﹤0.01%
266
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665
$4K ﹤0.01%
225
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$4K ﹤0.01%
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$4K ﹤0.01%
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668
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28
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669
$4K ﹤0.01%
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670
$4K ﹤0.01%
35
671
$4K ﹤0.01%
13
672
$4K ﹤0.01%
584
+441
673
$4K ﹤0.01%
+109
674
$4K ﹤0.01%
402
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675
$4K ﹤0.01%
133
+89
25 26
27
28 29