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
$127M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
988
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$1.8M
3
+$1.72M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.62M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.54M

Top Sells

1
+$4.23M
2
+$356K
3
+$312K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$294K
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$236K

Sector Composition

1 Technology 16.58%
2 Energy 4.65%
3 Financials 4.29%
4 Healthcare 3.93%
5 Communication Services 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$3K ﹤0.01%
170
+2
727
$3K ﹤0.01%
+55
728
$3K ﹤0.01%
34
-3
729
$3K ﹤0.01%
351
730
$3K ﹤0.01%
67
+1
731
$3K ﹤0.01%
246
-89
732
$3K ﹤0.01%
39
733
$3K ﹤0.01%
150
+1
734
$3K ﹤0.01%
86
735
$3K ﹤0.01%
+848
736
$3K ﹤0.01%
25
737
$3K ﹤0.01%
86
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738
$3K ﹤0.01%
20
739
$3K ﹤0.01%
172
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740
$3K ﹤0.01%
63
741
$3K ﹤0.01%
54
742
$3K ﹤0.01%
350
743
$3K ﹤0.01%
156
+3
744
$3K ﹤0.01%
+64
745
$3K ﹤0.01%
23
746
$3K ﹤0.01%
+64
747
$3K ﹤0.01%
37
748
$3K ﹤0.01%
+47
749
$3K ﹤0.01%
+36
750
$3K ﹤0.01%
41
28 29
30
31 32