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
$466M
AUM Growth
+$64.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$6.02M
3
+$5.75M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$4.96M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$2.95M

Top Sells

1
+$2.15B
2
+$651M
3
+$315M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$188M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$163M

Sector Composition

1 Technology 12.61%
2 Consumer Discretionary 2.26%
3 Financials 1.39%
4 Communication Services 1.19%
5 Healthcare 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.6M 0.34%
4,513
+179
52
$1.56M 0.34%
11,089
+324
53
$1.49M 0.32%
16,690
+560
54
$1.41M 0.3%
3,861
-508
55
$1.34M 0.29%
7,740
-17,223
56
$1.25M 0.27%
1,996
-7
57
$1.17M 0.25%
2,286
-3,837
58
$1.11M 0.24%
7,170
+98
59
$1.09M 0.23%
7,804
+561
60
$1.09M 0.23%
36
-10,418
61
$1.06M 0.23%
1,883
62
$1.06M 0.23%
2,587
+174
63
$1.06M 0.23%
9,769
+6,611
64
$1.03M 0.22%
7,000
-721
65
$954K 0.2%
8,874
-8,441
66
$945K 0.2%
7,027
+3,741
67
$927K 0.2%
33,780
68
$917K 0.2%
27,248
+7,988
69
$917K 0.2%
6,258
-303
70
$904K 0.19%
24,291
+594
71
$794K 0.17%
38
-3,594
72
$778K 0.17%
4,576
+315
73
$761K 0.16%
5,297
-4
74
$757K 0.16%
4,631
-56
75
$727K 0.16%
2,096
-8
1 2
3
4 5