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
$114M
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,034
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.57M
3
+$1.7M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.46M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.35M

Top Sells

1
+$898K
2
+$378K
3
+$368K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$313K
5
MBB icon
iShares MBS ETF
MBB
+$255K

Sector Composition

1 Technology 15.7%
2 Healthcare 3.83%
3 Communication Services 3.38%
4 Financials 3.37%
5 Energy 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$2K ﹤0.01%
87
+33
727
$2K ﹤0.01%
+33
728
$2K ﹤0.01%
22
+7
729
$2K ﹤0.01%
179
+105
730
$2K ﹤0.01%
453
-389
731
$2K ﹤0.01%
153
+3
732
$2K ﹤0.01%
+105
733
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251
-22
734
$2K ﹤0.01%
+37
735
$2K ﹤0.01%
21
736
$2K ﹤0.01%
31
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737
$2K ﹤0.01%
28
+5
738
$2K ﹤0.01%
46
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739
$2K ﹤0.01%
43
740
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26
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$2K ﹤0.01%
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743
$2K ﹤0.01%
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744
$2K ﹤0.01%
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745
$2K ﹤0.01%
37
746
$2K ﹤0.01%
31
747
$2K ﹤0.01%
28
-17
748
$2K ﹤0.01%
7
749
$2K ﹤0.01%
44
-232
750
$2K ﹤0.01%
+111
28 29
30
31 32