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
$114M
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,034
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.57M
3
+$1.7M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.46M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.35M

Top Sells

1
+$898K
2
+$378K
3
+$368K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$313K
5
MBB icon
iShares MBS ETF
MBB
+$255K

Sector Composition

1 Technology 15.7%
2 Healthcare 3.83%
3 Communication Services 3.38%
4 Financials 3.37%
5 Energy 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$3K ﹤0.01%
107
702
$3K ﹤0.01%
104
703
$3K ﹤0.01%
222
-75
704
$3K ﹤0.01%
72
+1
705
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+6
706
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51
707
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10
708
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13
709
$3K ﹤0.01%
580
-17
710
$2K ﹤0.01%
178
+6
711
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79
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712
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713
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13
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199
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715
$2K ﹤0.01%
113
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$2K ﹤0.01%
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719
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720
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22
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$2K ﹤0.01%
179
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722
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26
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723
$2K ﹤0.01%
196
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724
$2K ﹤0.01%
110
+1
725
$2K ﹤0.01%
55
+7
27 28
29
30 31