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

Top Buys

1
+$2.81M
2
+$1.72M
3
+$1.68M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.63M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.47M

Top Sells

1
+$4.21M
2
+$344K
3
+$311K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$293K
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%
39
727
$3K ﹤0.01%
150
+1
728
$3K ﹤0.01%
86
729
$3K ﹤0.01%
+64
730
$3K ﹤0.01%
23
731
$3K ﹤0.01%
+64
732
$3K ﹤0.01%
37
733
$3K ﹤0.01%
+47
734
$3K ﹤0.01%
+55
735
$3K ﹤0.01%
+36
736
$3K ﹤0.01%
115
+3
737
$3K ﹤0.01%
235
-682
738
$3K ﹤0.01%
172
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739
$3K ﹤0.01%
308
+4
740
$3K ﹤0.01%
110
741
$3K ﹤0.01%
19
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742
$3K ﹤0.01%
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743
$3K ﹤0.01%
41
744
$3K ﹤0.01%
22
745
$3K ﹤0.01%
98
746
$3K ﹤0.01%
52
-12
747
$3K ﹤0.01%
38
748
$3K ﹤0.01%
111
749
$3K ﹤0.01%
51
750
$3K ﹤0.01%
75
+1
28 29
30
31 32