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
$402M
AUM Growth
-$2.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$4.57M
3
+$3.64M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.43M
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$2.92M

Top Sells

1
+$3.41M
2
+$3.09M
3
+$2.61M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$2.36M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.15M

Sector Composition

1 Technology 12.35%
2 Consumer Discretionary 2.44%
3 Financials 1.65%
4 Communication Services 1.22%
5 Energy 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.19M 0.3%
4,369
-149
52
$1.09M 0.27%
24,963
-1,936
53
$1.05M 0.26%
7,072
+25
54
$1.02M 0.25%
2,003
+39
55
$989K 0.25%
14,749
+257
56
$977K 0.24%
6,123
+91
57
$966K 0.24%
1,883
58
$957K 0.24%
6,561
-124
59
$948K 0.24%
7,243
-29
60
$864K 0.22%
2,413
+775
61
$864K 0.22%
15,558
+506
62
$840K 0.21%
10,454
+130
63
$806K 0.2%
23,697
+252
64
$746K 0.19%
3,286
+272
65
$742K 0.18%
7,721
+322
66
$740K 0.18%
3,219
-227
67
$711K 0.18%
3,632
-64
68
$683K 0.17%
12,706
+3,467
69
$673K 0.17%
2,798
+3
70
$671K 0.17%
2,495
+15
71
$658K 0.16%
4,687
+107
72
$652K 0.16%
5,301
-229
73
$645K 0.16%
1,201
-16
74
$636K 0.16%
2,104
-6
75
$632K 0.16%
12,786
+284
1 2
3
4 5