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

Top Buys

1
+$4.46M
2
+$4.24M
3
+$2.07M
4
MBB icon
iShares MBS ETF
MBB
+$1.83M
5
MSFT icon
Microsoft
MSFT
+$1.83M

Top Sells

1
+$2.61M
2
+$2.01M
3
+$1.84M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.76M
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%
138
+1
685
$5K ﹤0.01%
+90
686
$5K ﹤0.01%
+70
687
$5K ﹤0.01%
240
+4
688
$5K ﹤0.01%
249
689
$5K ﹤0.01%
187
+21
690
$5K ﹤0.01%
40
+18
691
$5K ﹤0.01%
110
-1
692
$5K ﹤0.01%
41
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693
$5K ﹤0.01%
74
+5
694
$5K ﹤0.01%
+220
695
$5K ﹤0.01%
+20
696
$5K ﹤0.01%
45
697
$5K ﹤0.01%
175
-7
698
$5K ﹤0.01%
30
+18
699
$5K ﹤0.01%
58
700
$5K ﹤0.01%
195
26 27
28
29 30