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
$114M
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,034
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.57M
3
+$1.7M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.46M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.35M

Top Sells

1
+$898K
2
+$378K
3
+$368K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$313K
5
MBB icon
iShares MBS ETF
MBB
+$255K

Sector Composition

1 Technology 15.7%
2 Healthcare 3.83%
3 Communication Services 3.38%
4 Financials 3.37%
5 Energy 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$3K ﹤0.01%
+343
677
$3K ﹤0.01%
+242
678
$3K ﹤0.01%
108
679
$3K ﹤0.01%
+321
680
$3K ﹤0.01%
64
-56
681
$3K ﹤0.01%
+408
682
$3K ﹤0.01%
+547
683
$3K ﹤0.01%
44
684
$3K ﹤0.01%
+425
685
$3K ﹤0.01%
28
+16
686
$3K ﹤0.01%
26
687
$3K ﹤0.01%
67
-4
688
$3K ﹤0.01%
159
-13
689
$3K ﹤0.01%
120
+8
690
$3K ﹤0.01%
953
-808
691
$3K ﹤0.01%
54
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692
$3K ﹤0.01%
299
693
$3K ﹤0.01%
222
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694
$3K ﹤0.01%
63
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695
$3K ﹤0.01%
230
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696
$3K ﹤0.01%
+10
697
$3K ﹤0.01%
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698
$3K ﹤0.01%
35
699
$3K ﹤0.01%
22
700
$3K ﹤0.01%
26
-48
26 27
28
29 30