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

Top Buys

1
+$6.21M
2
+$5.49M
3
+$3.97M
4
IYE icon
iShares US Energy ETF
IYE
+$3.59M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$2.48M

Top Sells

1
+$4.46M
2
+$1.47M
3
+$1.11M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$790K
5
MSFT icon
Microsoft
MSFT
+$623K

Sector Composition

1 Technology 15.7%
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%
57
+25
727
$7K ﹤0.01%
5
728
$7K ﹤0.01%
107
+83
729
$7K ﹤0.01%
176
-52
730
$7K ﹤0.01%
+108
731
$7K ﹤0.01%
70
732
$7K ﹤0.01%
33
+7
733
$7K ﹤0.01%
+300
734
$7K ﹤0.01%
+264
735
$7K ﹤0.01%
147
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736
$7K ﹤0.01%
120
-1
737
$7K ﹤0.01%
51
+1
738
$7K ﹤0.01%
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739
$7K ﹤0.01%
+190
740
$7K ﹤0.01%
42
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741
$7K ﹤0.01%
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742
$7K ﹤0.01%
300
743
$7K ﹤0.01%
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744
$6K ﹤0.01%
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745
$6K ﹤0.01%
18
-2
746
$6K ﹤0.01%
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747
$6K ﹤0.01%
176
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748
$6K ﹤0.01%
+50
749
$6K ﹤0.01%
20
750
$6K ﹤0.01%
600
+100
28 29
30
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