LWM

Liberty Wealth Management Portfolio holdings

AUM $775M
1-Year Est. Return 18.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$638M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$7.14M
2
+$4.94M
3
+$3.9M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$3.72M
5
THRO
iShares U.S. Thematic Rotation Active ETF
THRO
+$3.04M

Top Sells

1
+$2.72M
2
+$2.54M
3
+$2.51M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$1.8M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$1.67M

Sector Composition

1 Technology 12.01%
2 Consumer Discretionary 2.1%
3 Healthcare 1.85%
4 Communication Services 1.8%
5 Financials 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.69M 0.42%
50,938
+2,256
52
$2.69M 0.42%
+5,537
53
$2.63M 0.41%
+3,963
54
$2.51M 0.39%
14,202
-2,556
55
$2.26M 0.35%
+5,155
56
$2.23M 0.35%
12,601
+1,291
57
$2.17M 0.34%
+57,062
58
$1.86M 0.29%
+32,685
59
$1.83M 0.29%
+63,541
60
$1.81M 0.28%
9,260
+1,540
61
$1.76M 0.28%
6,383
+154
62
$1.7M 0.27%
3,075
+270
63
$1.57M 0.25%
+5,339
64
$1.56M 0.24%
1,982
-17
65
$1.44M 0.23%
3,940
-353
66
$1.43M 0.22%
+4,930
67
$1.43M 0.22%
+16,164
68
$1.36M 0.21%
+4,401
69
$1.35M 0.21%
7,290
+78
70
$1.35M 0.21%
+26,458
71
$1.33M 0.21%
27,014
-8,553
72
$1.27M 0.2%
+15,654
73
$1.27M 0.2%
3,576
-7,196
74
$1.27M 0.2%
1,624
+19
75
$1.26M 0.2%
54,808
-2,508
1 2
3
4 5