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
$204M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,123
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$3.94M
3
+$1.89M
4
MBB icon
iShares MBS ETF
MBB
+$1.83M
5
MSFT icon
Microsoft
MSFT
+$1.64M

Top Sells

1
+$2.43M
2
+$1.98M
3
+$1.71M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.46M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.42M

Sector Composition

1 Technology 17.98%
2 Consumer Discretionary 4.09%
3 Financials 3.13%
4 Healthcare 3.03%
5 Communication Services 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$4K ﹤0.01%
37
727
$4K ﹤0.01%
104
+1
728
$4K ﹤0.01%
61
+27
729
$4K ﹤0.01%
44
730
$4K ﹤0.01%
+66
731
$4K ﹤0.01%
+76
732
$4K ﹤0.01%
164
+1
733
$4K ﹤0.01%
1,507
-24
734
$4K ﹤0.01%
54
-1
735
$4K ﹤0.01%
64
736
$4K ﹤0.01%
130
+34
737
$4K ﹤0.01%
66
+2
738
$4K ﹤0.01%
15
+8
739
$4K ﹤0.01%
13
+4
740
$4K ﹤0.01%
47
741
$4K ﹤0.01%
+159
742
$4K ﹤0.01%
1,275
-71
743
$4K ﹤0.01%
173
+3
744
$4K ﹤0.01%
16
745
$4K ﹤0.01%
33
-4
746
$3K ﹤0.01%
597
747
$3K ﹤0.01%
83
748
$3K ﹤0.01%
58
749
$3K ﹤0.01%
15
750
$3K ﹤0.01%
116
28 29
30
31 32