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
$127M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
988
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$1.8M
3
+$1.72M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.62M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.54M

Top Sells

1
+$4.23M
2
+$356K
3
+$312K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$294K
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$236K

Sector Composition

1 Technology 16.58%
2 Energy 4.65%
3 Financials 4.29%
4 Healthcare 3.93%
5 Communication Services 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$5K ﹤0.01%
175
677
$5K ﹤0.01%
951
678
$5K ﹤0.01%
103
679
$5K ﹤0.01%
89
680
$5K ﹤0.01%
71
+6
681
$5K ﹤0.01%
306
+7
682
$5K ﹤0.01%
88
683
$5K ﹤0.01%
+166
684
$5K ﹤0.01%
150
-32
685
$5K ﹤0.01%
285
-113
686
$5K ﹤0.01%
+498
687
$4K ﹤0.01%
26
688
$4K ﹤0.01%
+112
689
$4K ﹤0.01%
90
+19
690
$4K ﹤0.01%
77
691
$4K ﹤0.01%
18
692
$4K ﹤0.01%
195
693
$4K ﹤0.01%
238
694
$4K ﹤0.01%
124
695
$4K ﹤0.01%
45
696
$4K ﹤0.01%
26
697
$4K ﹤0.01%
44
698
$4K ﹤0.01%
19
699
$4K ﹤0.01%
21
+5
700
$4K ﹤0.01%
25
-206
26 27
28
29 30