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
$257M
AUM Growth
+$52.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,220
New
Increased
Reduced
Closed

Top Buys

1
+$6.34M
2
+$5.35M
3
+$3.99M
4
IYE icon
iShares US Energy ETF
IYE
+$3.44M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$2.47M

Top Sells

1
+$4.37M
2
+$1.44M
3
+$1.06M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$775K
5
MSFT icon
Microsoft
MSFT
+$585K

Sector Composition

1 Technology 15.69%
2 Consumer Discretionary 3.61%
3 Financials 3.17%
4 Healthcare 2.56%
5 Communication Services 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$10K ﹤0.01%
80
+69
652
$10K ﹤0.01%
114
-337
653
$10K ﹤0.01%
168
+3
654
$10K ﹤0.01%
57
655
$10K ﹤0.01%
251
656
$10K ﹤0.01%
100
657
$10K ﹤0.01%
31
+9
658
$10K ﹤0.01%
156
659
$10K ﹤0.01%
38
660
$10K ﹤0.01%
300
-1
661
$10K ﹤0.01%
1,000
662
$10K ﹤0.01%
+943
663
$10K ﹤0.01%
74
664
$10K ﹤0.01%
219
+63
665
$9K ﹤0.01%
2,412
-43
666
$9K ﹤0.01%
87
667
$9K ﹤0.01%
145
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668
$9K ﹤0.01%
46
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669
$9K ﹤0.01%
34
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670
$9K ﹤0.01%
39
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671
$9K ﹤0.01%
75
672
$9K ﹤0.01%
257
+1
673
$9K ﹤0.01%
241
674
$9K ﹤0.01%
177
+1
675
$9K ﹤0.01%
262
25 26
27
28 29