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
51
$452K 0.32%
1,805
+141
52
$442K 0.31%
8,005
+156
53
$439K 0.31%
3,803
+342
54
$427K 0.3%
1,385
-207
55
$406K 0.29%
4,126
-138
56
$405K 0.29%
1,719
+112
57
$401K 0.28%
4,090
+220
58
$395K 0.28%
1,597
+61
59
$386K 0.27%
24,785
60
$385K 0.27%
11,314
+64
61
$382K 0.27%
7,836
+39
62
$373K 0.26%
2,835
+2,581
63
$371K 0.26%
6,125
+56
64
$329K 0.23%
4,640
-860
65
$328K 0.23%
2,335
+161
66
$327K 0.23%
9,000
67
$324K 0.23%
933
68
$322K 0.23%
5,582
-340
69
$289K 0.2%
980
-60
70
$282K 0.2%
2,533
+138
71
$272K 0.19%
8,782
-117
72
$270K 0.19%
3,313
+64
73
$268K 0.19%
3,460
+2,885
74
$268K 0.19%
1,387
+332
75
$267K 0.19%
3,623
-1
1 2
3
4 5