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

Top Buys

1
+$6.21M
2
+$5.49M
3
+$3.97M
4
IYE icon
iShares US Energy ETF
IYE
+$3.59M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$2.48M

Top Sells

1
+$4.46M
2
+$1.47M
3
+$1.11M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$790K
5
MSFT icon
Microsoft
MSFT
+$623K

Sector Composition

1 Technology 15.7%
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
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652
$10K ﹤0.01%
114
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653
$10K ﹤0.01%
168
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$10K ﹤0.01%
57
655
$10K ﹤0.01%
300
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656
$10K ﹤0.01%
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657
$10K ﹤0.01%
+943
658
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74
659
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219
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660
$10K ﹤0.01%
251
661
$10K ﹤0.01%
100
662
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31
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$10K ﹤0.01%
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664
$10K ﹤0.01%
38
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$9K ﹤0.01%
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$9K ﹤0.01%
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671
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$9K ﹤0.01%
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$9K ﹤0.01%
2,412
-43
674
$9K ﹤0.01%
257
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$9K ﹤0.01%
241
25 26
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