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
$257M
AUM Growth
+$52.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,220
New
Increased
Reduced
Closed

Top Buys

1
+$6.34M
2
+$5.35M
3
+$3.99M
4
IYE icon
iShares US Energy ETF
IYE
+$3.44M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$2.47M

Top Sells

1
+$4.37M
2
+$1.44M
3
+$1.06M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$775K
5
MSFT icon
Microsoft
MSFT
+$585K

Sector Composition

1 Technology 15.69%
2 Consumer Discretionary 3.61%
3 Financials 3.17%
4 Healthcare 2.56%
5 Communication Services 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$7K ﹤0.01%
56
-2
727
$7K ﹤0.01%
155
728
$7K ﹤0.01%
174
+161
729
– –
-11
730
$7K ﹤0.01%
57
+25
731
$7K ﹤0.01%
5
732
$7K ﹤0.01%
107
+83
733
$7K ﹤0.01%
176
-52
734
$7K ﹤0.01%
+108
735
$7K ﹤0.01%
70
736
$7K ﹤0.01%
33
+7
737
$7K ﹤0.01%
+300
738
$7K ﹤0.01%
+264
739
$7K ﹤0.01%
51
+1
740
$7K ﹤0.01%
42
+1
741
$7K ﹤0.01%
220
742
$7K ﹤0.01%
300
743
$7K ﹤0.01%
+200
744
$6K ﹤0.01%
+1,800
745
$6K ﹤0.01%
18
-2
746
$6K ﹤0.01%
+88
747
$6K ﹤0.01%
176
+1
748
$6K ﹤0.01%
600
+100
749
$6K ﹤0.01%
143
+5
750
$6K ﹤0.01%
38
+30
28 29
30
31 32