LWM

Liberty Wealth Management Portfolio holdings

AUM $775M
1-Year Est. Return 18.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$204M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,123
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$3.94M
3
+$1.89M
4
MBB icon
iShares MBS ETF
MBB
+$1.83M
5
MSFT icon
Microsoft
MSFT
+$1.64M

Top Sells

1
+$2.43M
2
+$1.98M
3
+$1.71M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.46M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.42M

Sector Composition

1 Technology 17.98%
2 Consumer Discretionary 4.09%
3 Financials 3.13%
4 Healthcare 3.03%
5 Communication Services 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$7K ﹤0.01%
35
+9
652
$7K ﹤0.01%
+782
653
$7K ﹤0.01%
106
+1
654
$7K ﹤0.01%
55
+3
655
$7K ﹤0.01%
+500
656
$7K ﹤0.01%
50
657
$7K ﹤0.01%
45
658
$7K ﹤0.01%
152
659
$7K ﹤0.01%
+235
660
$7K ﹤0.01%
632
+42
661
$7K ﹤0.01%
+150
662
$7K ﹤0.01%
+157
663
$7K ﹤0.01%
106
-1
664
$7K ﹤0.01%
70
665
$6K ﹤0.01%
94
+5
666
$6K ﹤0.01%
+95
667
$6K ﹤0.01%
117
668
$6K ﹤0.01%
377
669
$6K ﹤0.01%
123
+46
670
$6K ﹤0.01%
+1,824
671
$6K ﹤0.01%
258
+7
672
$6K ﹤0.01%
184
+1
673
$6K ﹤0.01%
24
+18
674
$6K ﹤0.01%
58
+14
675
$6K ﹤0.01%
100
25 26
27
28 29