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%
25
727
$3K ﹤0.01%
86
-5
728
$3K ﹤0.01%
20
729
$3K ﹤0.01%
172
+4
730
$3K ﹤0.01%
63
731
$3K ﹤0.01%
54
732
$3K ﹤0.01%
350
733
$3K ﹤0.01%
156
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734
$3K ﹤0.01%
+55
735
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736
$3K ﹤0.01%
109
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$3K ﹤0.01%
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738
$3K ﹤0.01%
172
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739
$3K ﹤0.01%
308
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$3K ﹤0.01%
110
741
$3K ﹤0.01%
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$3K ﹤0.01%
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744
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22
745
$3K ﹤0.01%
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746
$3K ﹤0.01%
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747
$3K ﹤0.01%
38
748
$3K ﹤0.01%
74
749
$3K ﹤0.01%
51
750
$3K ﹤0.01%
75
+1
28 29
30
31 32