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
$142M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,030
New
Increased
Reduced
Closed

Top Buys

1
+$5.07M
2
+$4.96M
3
+$3.26M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.66M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.32M

Top Sells

1
+$3.18M
2
+$3.02M
3
+$2.77M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.98M
5
MBB icon
iShares MBS ETF
MBB
+$1.22M

Sector Composition

1 Technology 16.79%
2 Healthcare 3.2%
3 Communication Services 3.16%
4 Consumer Discretionary 3.13%
5 Financials 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$4K ﹤0.01%
+110
677
$4K ﹤0.01%
141
+22
678
$3K ﹤0.01%
32
-74
679
$3K ﹤0.01%
299
+9
680
$3K ﹤0.01%
342
681
$3K ﹤0.01%
220
682
$3K ﹤0.01%
52
683
$3K ﹤0.01%
95
+59
684
$3K ﹤0.01%
111
-702
685
$3K ﹤0.01%
20
-97
686
$3K ﹤0.01%
168
687
$3K ﹤0.01%
100
688
$3K ﹤0.01%
41
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689
$3K ﹤0.01%
22
690
$3K ﹤0.01%
111
691
$3K ﹤0.01%
26
692
$3K ﹤0.01%
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693
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695
$3K ﹤0.01%
18
696
$3K ﹤0.01%
199
697
$3K ﹤0.01%
59
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698
$3K ﹤0.01%
65
-570
699
$3K ﹤0.01%
132
700
$3K ﹤0.01%
350
26 27
28
29 30