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
$257M
AUM Growth
+$52.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,220
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$5.49M
3
+$3.97M
4
IYE icon
iShares US Energy ETF
IYE
+$3.59M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$2.48M

Top Sells

1
+$4.46M
2
+$1.47M
3
+$1.11M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$790K
5
MSFT icon
Microsoft
MSFT
+$623K

Sector Composition

1 Technology 15.7%
2 Consumer Discretionary 3.61%
3 Financials 3.17%
4 Healthcare 2.56%
5 Communication Services 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$9K ﹤0.01%
177
+1
677
$9K ﹤0.01%
262
678
$9K ﹤0.01%
1,891
+67
679
$9K ﹤0.01%
72
-45
680
$9K ﹤0.01%
294
+4
681
$9K ﹤0.01%
+53
682
$9K ﹤0.01%
147
-15
683
$9K ﹤0.01%
119
+1
684
$9K ﹤0.01%
844
-37
685
$9K ﹤0.01%
10
686
$9K ﹤0.01%
164
+1
687
$9K ﹤0.01%
305
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688
$9K ﹤0.01%
448
+408
689
$9K ﹤0.01%
151
+1
690
$8K ﹤0.01%
87
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691
$8K ﹤0.01%
35
692
$8K ﹤0.01%
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693
$8K ﹤0.01%
58
694
$8K ﹤0.01%
53
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695
$8K ﹤0.01%
73
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696
$8K ﹤0.01%
+200
697
$8K ﹤0.01%
+522
698
$8K ﹤0.01%
+50
699
$8K ﹤0.01%
47
+33
700
$8K ﹤0.01%
175
+140
26 27
28
29 30