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
51
$747K 0.29%
4,152
+48
52
$737K 0.29%
3,670
+49
53
$711K 0.28%
3,039
-43
54
$709K 0.28%
6,994
+5,578
55
$695K 0.27%
3,498
+2
56
$672K 0.26%
8,520
-2,004
57
$644K 0.25%
6,115
58
$627K 0.24%
11,482
+31
59
$625K 0.24%
5,120
-260
60
$622K 0.24%
10,524
-24,942
61
$616K 0.24%
1,932
+39
62
$604K 0.23%
4,313
-180
63
$601K 0.23%
5,374
+65
64
$591K 0.23%
3,611
+2
65
$586K 0.23%
3,793
+9
66
$586K 0.23%
26,938
-1,969
67
$580K 0.23%
1,354
-76
68
$559K 0.22%
12,353
+2,617
69
$558K 0.22%
7,581
-10,731
70
$556K 0.22%
3,217
+3,167
71
$549K 0.21%
3,796
-105
72
$518K 0.2%
9,232
+1,127
73
$480K 0.19%
8,548
-281
74
$479K 0.19%
1,950
+93
75
$460K 0.18%
5,919
+582
1 2
3
4 5