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
$127M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
988
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$1.8M
3
+$1.72M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.62M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.54M

Top Sells

1
+$4.23M
2
+$356K
3
+$312K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$294K
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
51
$486K 0.38%
1,883
52
$481K 0.38%
17,250
-1,395
53
$475K 0.37%
7,737
+2,424
54
$460K 0.36%
7,797
55
$450K 0.35%
11,594
+34
56
$424K 0.33%
3,307
+2,461
57
$416K 0.33%
4,257
-190
58
$409K 0.32%
1,361
59
$400K 0.32%
7,073
+1,446
60
$395K 0.31%
5,900
61
$394K 0.31%
3,885
+25
62
$386K 0.3%
2,773
+69
63
$371K 0.29%
1,539
+1,003
64
$371K 0.29%
1,701
+141
65
$370K 0.29%
6,014
66
$369K 0.29%
2,533
+886
67
$369K 0.29%
3,897
+50
68
$367K 0.29%
9,883
+956
69
$355K 0.28%
7,974
-6
70
$349K 0.28%
24,854
+33
71
$339K 0.27%
9,000
72
$330K 0.26%
2,652
+189
73
$322K 0.25%
3,715
+848
74
$321K 0.25%
984
-24
75
$321K 0.25%
8,518
-155
1 2
3
4 5