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
$277M
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$38.6M
2
+$20.9M
3
+$13.6M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$12.3M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$9.57M

Top Sells

1
+$781K
2
+$601K
3
+$203K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$165K
5
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$159K

Sector Composition

1 Technology 10.7%
2 Consumer Discretionary 3.46%
3 Financials 2.24%
4 Communication Services 2.05%
5 Healthcare 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$930K 0.34%
4,152
+395
52
$906K 0.33%
+8,292
53
$899K 0.32%
5,889
+127
54
$832K 0.3%
+3,879
55
$821K 0.3%
1,707
+1
56
$810K 0.29%
19,665
-355
57
$808K 0.29%
+33,129
58
$761K 0.27%
+3,653
59
$756K 0.27%
4,301
+4,296
60
$729K 0.26%
3,206
+146
61
$717K 0.26%
5,160
+540
62
$710K 0.26%
16,024
+15,645
63
$708K 0.26%
4,291
+19
64
$703K 0.25%
+13,853
65
$698K 0.25%
39,119
+11,796
66
$686K 0.25%
+3,082
67
$616K 0.22%
22,570
+380
68
$612K 0.22%
4,403
+165
69
$597K 0.22%
12,320
+34
70
$577K 0.21%
1,929
-68
71
$561K 0.2%
7,167
+3,982
72
$532K 0.19%
+1,179
73
$531K 0.19%
4,086
-179
74
$526K 0.19%
+7,134
75
$525K 0.19%
+3,901
1 2
3
4 5