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
$204M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,123
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$4.24M
3
+$2.07M
4
MBB icon
iShares MBS ETF
MBB
+$1.83M
5
MSFT icon
Microsoft
MSFT
+$1.83M

Top Sells

1
+$2.61M
2
+$2.01M
3
+$1.84M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.76M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.42M

Sector Composition

1 Technology 17.98%
2 Consumer Discretionary 4.09%
3 Financials 3.13%
4 Healthcare 3.03%
5 Communication Services 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$5K ﹤0.01%
175
702
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44
703
$5K ﹤0.01%
90
+1
704
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705
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706
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+24
707
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26
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708
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25
-9
709
$5K ﹤0.01%
125
710
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+150
711
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121
+7
712
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22
713
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117
714
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140
715
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129
716
$5K ﹤0.01%
156
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717
$5K ﹤0.01%
900
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718
$4K ﹤0.01%
1,275
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719
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173
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720
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16
721
$4K ﹤0.01%
33
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722
$4K ﹤0.01%
199
723
$4K ﹤0.01%
+92
724
$4K ﹤0.01%
8
+1
725
$4K ﹤0.01%
51
-1
27 28
29
30 31