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
$127M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
988
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$1.72M
3
+$1.68M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.63M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.47M

Top Sells

1
+$4.21M
2
+$344K
3
+$311K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$293K
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$236K

Sector Composition

1 Technology 16.58%
2 Energy 4.65%
3 Financials 4.29%
4 Healthcare 3.93%
5 Communication Services 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$4K ﹤0.01%
33
+18
702
$4K ﹤0.01%
267
-69
703
$4K ﹤0.01%
100
704
$4K ﹤0.01%
1,338
705
$4K ﹤0.01%
90
+19
706
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77
707
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18
708
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195
709
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238
710
$4K ﹤0.01%
124
711
$4K ﹤0.01%
45
712
$4K ﹤0.01%
26
713
$4K ﹤0.01%
44
714
$4K ﹤0.01%
26
715
$4K ﹤0.01%
+112
716
$3K ﹤0.01%
98
717
$3K ﹤0.01%
52
-12
718
$3K ﹤0.01%
38
719
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74
720
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51
721
$3K ﹤0.01%
75
+1
722
$3K ﹤0.01%
170
+2
723
$3K ﹤0.01%
+848
724
$3K ﹤0.01%
25
725
$3K ﹤0.01%
86
-5
27 28
29
30 31