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
$142M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,030
New
Increased
Reduced
Closed

Top Buys

1
+$5.07M
2
+$4.96M
3
+$3.26M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.66M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.32M

Top Sells

1
+$3.18M
2
+$3.02M
3
+$2.77M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.98M
5
MBB icon
iShares MBS ETF
MBB
+$1.22M

Sector Composition

1 Technology 16.79%
2 Healthcare 3.2%
3 Communication Services 3.16%
4 Consumer Discretionary 3.13%
5 Financials 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$3K ﹤0.01%
103
702
$3K ﹤0.01%
108
703
$3K ﹤0.01%
251
704
$3K ﹤0.01%
+138
705
$3K ﹤0.01%
+655
706
$3K ﹤0.01%
44
-223
707
$3K ﹤0.01%
183
+120
708
$3K ﹤0.01%
64
-3
709
$3K ﹤0.01%
43
-3
710
$3K ﹤0.01%
+30
711
$3K ﹤0.01%
34
+28
712
$3K ﹤0.01%
64
+9
713
$3K ﹤0.01%
96
-4
714
$3K ﹤0.01%
17
-19
715
$3K ﹤0.01%
52
-181
716
$3K ﹤0.01%
+115
717
$3K ﹤0.01%
144
+142
718
$3K ﹤0.01%
10
719
$3K ﹤0.01%
+120
720
$3K ﹤0.01%
62
+1
721
$3K ﹤0.01%
42
722
$3K ﹤0.01%
146
+87
723
$2K ﹤0.01%
+597
724
$2K ﹤0.01%
+150
725
$2K ﹤0.01%
12
27 28
29
30 31