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

Top Buys

1
+$4.9M
2
+$4.67M
3
+$3.06M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.62M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$2.23M

Top Sells

1
+$2.99M
2
+$2.91M
3
+$2.62M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.9M
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%
220
679
$3K ﹤0.01%
342
680
$3K ﹤0.01%
52
681
$3K ﹤0.01%
95
+59
682
$3K ﹤0.01%
111
-702
683
$3K ﹤0.01%
83
684
$3K ﹤0.01%
32
-74
685
$3K ﹤0.01%
60
+2
686
$3K ﹤0.01%
183
+5
687
$3K ﹤0.01%
18
688
$3K ﹤0.01%
199
689
$3K ﹤0.01%
59
+28
690
$3K ﹤0.01%
65
-570
691
$3K ﹤0.01%
132
692
$3K ﹤0.01%
350
693
$3K ﹤0.01%
103
694
$3K ﹤0.01%
108
695
$3K ﹤0.01%
251
696
$3K ﹤0.01%
+138
697
$3K ﹤0.01%
+655
698
$3K ﹤0.01%
44
-223
699
$3K ﹤0.01%
183
+120
700
$3K ﹤0.01%
64
-3
26 27
28
29 30