LWM

Liberty Wealth Management Portfolio holdings

AUM $638M
1-Year Est. Return 13.75%
This Quarter Est. Return
1 Year Est. Return
+13.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$512M
AUM Growth
+$46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$10.5M
3
+$10.2M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$5.81M
5
V icon
Visa
V
+$5.33M

Top Sells

1
+$11.8M
2
+$6.18M
3
+$5.43M
4
OEF icon
iShares S&P 100 ETF
OEF
+$5.34M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$5.03M

Sector Composition

1 Technology 12.56%
2 Financials 2.58%
3 Consumer Discretionary 1.9%
4 Industrials 1.39%
5 Communication Services 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.97M 0.38%
21,986
+5,296
52
$1.94M 0.38%
85,121
-20,962
53
$1.88M 0.37%
5,421
+1,560
54
$1.67M 0.33%
10,993
-96
55
$1.53M 0.3%
+44,190
56
$1.5M 0.29%
29,738
+21,998
57
$1.48M 0.29%
+28,268
58
$1.39M 0.27%
16,715
-22,706
59
$1.33M 0.26%
5,387
-21,578
60
$1.3M 0.25%
6,765
+4,479
61
$1.29M 0.25%
12,620
+12,584
62
$1.29M 0.25%
1,987
-9
63
$1.26M 0.25%
6,981
-19
64
$1.24M 0.24%
6,808
-362
65
$1.15M 0.22%
10,930
+1,161
66
$1.14M 0.22%
27,950
+3,659
67
$1.13M 0.22%
2,542
-45
68
$1.1M 0.22%
21,451
-21,304
69
$1.1M 0.21%
3,838
-3,189
70
$1.05M 0.21%
1,883
71
$1.02M 0.2%
26,972
-276
72
$1.02M 0.2%
9,488
+614
73
$985K 0.19%
8,463
-18,223
74
$950K 0.19%
5,858
-400
75
$926K 0.18%
8,505
-19,459
1 2
3
4 5