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

Top Buys

1
+$4.46M
2
+$4.24M
3
+$2.07M
4
MBB icon
iShares MBS ETF
MBB
+$1.83M
5
MSFT icon
Microsoft
MSFT
+$1.83M

Top Sells

1
+$2.61M
2
+$2.01M
3
+$1.84M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.76M
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%
21
-16
727
$4K ﹤0.01%
27
728
$4K ﹤0.01%
951
729
$4K ﹤0.01%
20
+4
730
$4K ﹤0.01%
37
731
$4K ﹤0.01%
104
+1
732
$4K ﹤0.01%
61
+27
733
$4K ﹤0.01%
44
734
$4K ﹤0.01%
+66
735
$4K ﹤0.01%
+76
736
$4K ﹤0.01%
164
+1
737
$4K ﹤0.01%
1,507
-24
738
$4K ﹤0.01%
54
-1
739
$4K ﹤0.01%
64
740
$4K ﹤0.01%
130
+34
741
$4K ﹤0.01%
66
+2
742
$4K ﹤0.01%
15
+8
743
$4K ﹤0.01%
13
+4
744
$4K ﹤0.01%
47
745
$4K ﹤0.01%
+159
746
$3K ﹤0.01%
597
747
$3K ﹤0.01%
83
748
$3K ﹤0.01%
290
749
$3K ﹤0.01%
15
750
$3K ﹤0.01%
116
28 29
30
31 32