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
$546M
AUM Growth
+$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$36.6M
2
+$19M
3
+$16.5M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$16.1M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$13.5M

Top Sells

1
+$457K
2
+$428K
3
+$356K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$301K
5
GE icon
GE Aerospace
GE
+$239K

Sector Composition

1 Technology 14.25%
2 Financials 2.41%
3 Healthcare 2.04%
4 Consumer Discretionary 1.91%
5 Communication Services 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.18M 0.4%
60,693
+56,476
52
$2.05M 0.38%
11,194
+201
53
$2.04M 0.37%
9,363
+206
54
$2.04M 0.37%
1,638,264
+1,595,255
55
$1.91M 0.35%
7,196
-498
56
$1.73M 0.32%
95,405
+10,284
57
$1.68M 0.31%
98,483
+77,032
58
$1.61M 0.29%
32,473
+2,735
59
$1.58M 0.29%
+69,353
60
$1.5M 0.28%
47,462
+19,194
61
$1.32M 0.24%
+38,251
62
$1.31M 0.24%
36,325
+34,338
63
$1.28M 0.24%
26,258
+19,493
64
$1.27M 0.23%
12,787
+167
65
$1.25M 0.23%
324,978
+322,436
66
$1.24M 0.23%
11,641
+4,833
67
$1.23M 0.23%
3,920
+82
68
$1.16M 0.21%
85,669
+74,739
69
$1.15M 0.21%
39,078
+33,691
70
$1.12M 0.2%
6,890
-91
71
$1.09M 0.2%
39,036
+12,064
72
$1.05M 0.19%
22,628
+16,770
73
$991K 0.18%
23,418
+13,930
74
$963K 0.18%
1,063
+184
75
$928K 0.17%
5,412
+93
1 2
3
4 5