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
$257M
AUM Growth
+$52.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,220
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$5.49M
3
+$3.97M
4
IYE icon
iShares US Energy ETF
IYE
+$3.59M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$2.48M

Top Sells

1
+$4.46M
2
+$1.47M
3
+$1.11M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$790K
5
MSFT icon
Microsoft
MSFT
+$623K

Sector Composition

1 Technology 15.7%
2 Consumer Discretionary 3.61%
3 Financials 3.17%
4 Healthcare 2.56%
5 Communication Services 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$8K ﹤0.01%
100
+88
702
$8K ﹤0.01%
49
+19
703
$8K ﹤0.01%
32
-7
704
$8K ﹤0.01%
250
705
$8K ﹤0.01%
106
+55
706
$8K ﹤0.01%
379
+2
707
$8K ﹤0.01%
+98
708
$8K ﹤0.01%
+160
709
$8K ﹤0.01%
125
+2
710
$8K ﹤0.01%
258
711
$8K ﹤0.01%
+59
712
$8K ﹤0.01%
96
713
$8K ﹤0.01%
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714
$8K ﹤0.01%
+306
715
$8K ﹤0.01%
89
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716
$8K ﹤0.01%
104
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717
$8K ﹤0.01%
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$8K ﹤0.01%
542
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719
$8K ﹤0.01%
1,025
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720
$7K ﹤0.01%
33
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721
$7K ﹤0.01%
+300
722
$7K ﹤0.01%
+264
723
$7K ﹤0.01%
95
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724
$7K ﹤0.01%
418
-182
725
$7K ﹤0.01%
56
-2
27 28
29
30 31