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
$523M
AUM Growth
-$77.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$5.42M
2
+$5.09M
3
+$4.29M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.2M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.84M

Top Sells

1
+$8.73M
2
+$7.85M
3
+$6.07M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$5.58M
5
MBB icon
iShares MBS ETF
MBB
+$5.18M

Sector Composition

1 Technology 12.7%
2 Consumer Discretionary 2.36%
3 Healthcare 2.03%
4 Communication Services 1.63%
5 Financials 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.75M 0.33%
11,310
+196
52
$1.6M 0.31%
35,567
-34,015
53
$1.56M 0.3%
13,084
-80
54
$1.51M 0.29%
7,212
55
$1.44M 0.28%
7,720
+127
56
$1.33M 0.25%
4,293
+373
57
$1.33M 0.25%
1,605
+19
58
$1.31M 0.25%
2,805
+47
59
$1.31M 0.25%
57,316
-8,789
60
$1.23M 0.23%
1,999
-19
61
$1.15M 0.22%
27,547
+548
62
$1.06M 0.2%
1,883
63
$1.04M 0.2%
6,229
+621
64
$920K 0.18%
3,579
-5
65
$888K 0.17%
939
+58
66
$886K 0.17%
5,496
+5
67
$859K 0.16%
15,691
-1,543
68
$832K 0.16%
2,270
-99
69
$800K 0.15%
19,417
+6,593
70
$792K 0.15%
8,751
+468
71
$773K 0.15%
2,480
-65
72
$758K 0.15%
6,375
-716
73
$742K 0.14%
14,542
+3,812
74
$739K 0.14%
7,490
-131
75
$707K 0.14%
8,651
+31
1 2
3
4 5