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%
53
+1
702
$4K ﹤0.01%
68
+43
703
$4K ﹤0.01%
+135
704
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176
705
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35
706
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70
+1
707
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44
-126
708
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10
-2
709
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142
+1
710
$4K ﹤0.01%
368
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711
$4K ﹤0.01%
33
+18
712
$4K ﹤0.01%
267
-69
713
$4K ﹤0.01%
100
714
$4K ﹤0.01%
1,338
715
$4K ﹤0.01%
19
716
$3K ﹤0.01%
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717
$3K ﹤0.01%
25
718
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719
$3K ﹤0.01%
20
720
$3K ﹤0.01%
172
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721
$3K ﹤0.01%
63
722
$3K ﹤0.01%
54
723
$3K ﹤0.01%
350
724
$3K ﹤0.01%
156
+3
725
$3K ﹤0.01%
246
-89
27 28
29
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