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
$204M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,123
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$3.94M
3
+$1.89M
4
MBB icon
iShares MBS ETF
MBB
+$1.83M
5
MSFT icon
Microsoft
MSFT
+$1.64M

Top Sells

1
+$2.43M
2
+$1.98M
3
+$1.71M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.46M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.42M

Sector Composition

1 Technology 17.98%
2 Consumer Discretionary 4.09%
3 Financials 3.13%
4 Healthcare 3.03%
5 Communication Services 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$6K ﹤0.01%
38
+2
677
$6K ﹤0.01%
50
-23
678
$6K ﹤0.01%
93
679
$6K ﹤0.01%
163
+1
680
$6K ﹤0.01%
22
+6
681
$6K ﹤0.01%
+28
682
$6K ﹤0.01%
+52
683
$6K ﹤0.01%
235
684
$5K ﹤0.01%
21
-32
685
$5K ﹤0.01%
5
-2
686
$5K ﹤0.01%
+70
687
$5K ﹤0.01%
88
+24
688
$5K ﹤0.01%
26
-3
689
$5K ﹤0.01%
25
-9
690
$5K ﹤0.01%
125
691
$5K ﹤0.01%
+150
692
$5K ﹤0.01%
121
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693
$5K ﹤0.01%
22
694
$5K ﹤0.01%
117
695
$5K ﹤0.01%
40
+18
696
$5K ﹤0.01%
110
-1
697
$5K ﹤0.01%
45
698
$5K ﹤0.01%
175
-7
699
$5K ﹤0.01%
30
+18
700
$5K ﹤0.01%
138
+1
26 27
28
29 30