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
$127M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
988
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$1.72M
3
+$1.68M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.63M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.47M

Top Sells

1
+$4.21M
2
+$344K
3
+$311K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$293K
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$236K

Sector Composition

1 Technology 16.58%
2 Energy 4.65%
3 Financials 4.29%
4 Healthcare 3.93%
5 Communication Services 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$3K ﹤0.01%
170
+2
752
$3K ﹤0.01%
+55
753
$3K ﹤0.01%
34
-3
754
$3K ﹤0.01%
351
755
$3K ﹤0.01%
67
+1
756
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27
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757
$2K ﹤0.01%
120
758
$2K ﹤0.01%
114
+93
759
$2K ﹤0.01%
+126
760
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111
+1
761
$2K ﹤0.01%
21
762
$2K ﹤0.01%
15
763
$2K ﹤0.01%
20
-141
764
$2K ﹤0.01%
26
-4
765
$2K ﹤0.01%
+25
766
$2K ﹤0.01%
38
767
$2K ﹤0.01%
24
768
$2K ﹤0.01%
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769
$2K ﹤0.01%
12
770
$2K ﹤0.01%
63
771
$2K ﹤0.01%
12
-3
772
$2K ﹤0.01%
43
+1
773
$2K ﹤0.01%
93
-173
774
$2K ﹤0.01%
41
-13
775
$2K ﹤0.01%
7
+2
29 30
31
32 33