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
$247M
AUM Growth
-$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$2.85M
2
+$2.84M
3
+$2.52M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$2.45M
5
HDV icon
iShares Core High Dividend ETF
HDV
+$2.4M

Top Sells

1
+$2.83M
2
+$2.8M
3
+$2.13M
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$1.89M
5
IYE icon
iShares US Energy ETF
IYE
+$1.85M

Sector Composition

1 Technology 9.42%
2 Consumer Discretionary 3.2%
3 Financials 2.14%
4 Communication Services 1.96%
5 Healthcare 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$901K 0.37%
3,827
+68
52
$893K 0.36%
41,835
-1,582
53
$854K 0.35%
5,945
+56
54
$789K 0.32%
10,221
+138
55
$788K 0.32%
33,780
56
$777K 0.32%
1,887
-19
57
$755K 0.31%
+17,543
58
$730K 0.3%
4,001
+122
59
$713K 0.29%
33,901
+772
60
$695K 0.28%
4,290
+138
61
$685K 0.28%
14,548
-1,476
62
$671K 0.27%
6,160
+1,000
63
$669K 0.27%
4,470
+169
64
$659K 0.27%
1,709
+2
65
$646K 0.26%
3,282
+200
66
$643K 0.26%
8,421
+129
67
$640K 0.26%
3,050
-156
68
$639K 0.26%
4,535
+132
69
$631K 0.26%
3,661
+8
70
$629K 0.26%
4,308
+17
71
$626K 0.25%
11,866
-1,987
72
$617K 0.25%
29,455
-9,664
73
$606K 0.25%
19,496
-169
74
$582K 0.24%
4,128
+42
75
$579K 0.23%
12,679
-22,460
1 2
3
4 5