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
$142M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,030
New
Increased
Reduced
Closed

Top Buys

1
+$5.07M
2
+$4.96M
3
+$3.26M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.66M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.32M

Top Sells

1
+$3.18M
2
+$3.02M
3
+$2.77M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.98M
5
MBB icon
iShares MBS ETF
MBB
+$1.22M

Sector Composition

1 Technology 16.79%
2 Healthcare 3.2%
3 Communication Services 3.16%
4 Consumer Discretionary 3.13%
5 Financials 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$2K ﹤0.01%
51
-502
727
$2K ﹤0.01%
21
728
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43
729
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26
730
$2K ﹤0.01%
196
731
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7
732
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33
+6
733
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25
734
$2K ﹤0.01%
+361
735
$2K ﹤0.01%
120
736
$2K ﹤0.01%
13
737
$2K ﹤0.01%
114
+1
738
$2K ﹤0.01%
12
739
$2K ﹤0.01%
+69
740
$2K ﹤0.01%
87
741
$2K ﹤0.01%
+46
742
$2K ﹤0.01%
136
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743
$2K ﹤0.01%
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744
$2K ﹤0.01%
161
745
$2K ﹤0.01%
105
746
$2K ﹤0.01%
122
+34
747
$2K ﹤0.01%
112
+2
748
$2K ﹤0.01%
18
-170
749
$2K ﹤0.01%
125
-266
750
$2K ﹤0.01%
31
28 29
30
31 32