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

Top Buys

1
+$4.9M
2
+$4.67M
3
+$3.06M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.62M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$2.23M

Top Sells

1
+$2.99M
2
+$2.91M
3
+$2.62M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.9M
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%
+361
727
$2K ﹤0.01%
120
728
$2K ﹤0.01%
13
729
$2K ﹤0.01%
114
+1
730
$2K ﹤0.01%
12
731
$2K ﹤0.01%
+69
732
$2K ﹤0.01%
87
733
$2K ﹤0.01%
+46
734
$2K ﹤0.01%
136
+11
735
$2K ﹤0.01%
+46
736
$2K ﹤0.01%
161
737
$2K ﹤0.01%
105
738
$2K ﹤0.01%
122
+34
739
$2K ﹤0.01%
+150
740
$2K ﹤0.01%
12
741
$2K ﹤0.01%
51
-502
742
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21
743
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43
744
$2K ﹤0.01%
26
745
$2K ﹤0.01%
196
746
$2K ﹤0.01%
112
+2
747
$2K ﹤0.01%
18
-170
748
$2K ﹤0.01%
125
-266
749
$2K ﹤0.01%
124
750
$2K ﹤0.01%
7
28 29
30
31 32