LWM

Liberty Wealth Management Portfolio holdings

AUM $638M
1-Year Est. Return 13.75%
This Quarter Est. Return
1 Year Est. Return
+13.75%
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
51
$620K 0.3%
10,086
-186
52
$611K 0.3%
20,393
-492
53
$611K 0.3%
3,082
-47
54
$587K 0.29%
3,609
-298
55
$581K 0.28%
3,496
-160
56
$554K 0.27%
6,115
57
$538K 0.26%
1,430
-56
58
$527K 0.26%
3,901
-106
59
$523K 0.26%
5,309
-70
60
$517K 0.25%
4,493
+761
61
$513K 0.25%
3,784
-63
62
$512K 0.25%
11,451
+97
63
$511K 0.25%
1,893
+107
64
$509K 0.25%
5,380
+800
65
$479K 0.23%
8,829
+1,432
66
$459K 0.22%
8,105
+1,022
67
$446K 0.22%
1,857
-18
68
$427K 0.21%
6,877
+1,910
69
$426K 0.21%
1,324
-517
70
$411K 0.2%
9,698
+8,975
71
$401K 0.2%
2,566
-647
72
$400K 0.2%
4,610
+701
73
$394K 0.19%
5,337
+1,755
74
$393K 0.19%
1,267
+334
75
$393K 0.19%
2,873
+1,015
1 2
3
4 5