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

Top Buys

1
+$2.94M
2
+$1.8M
3
+$1.72M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.62M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.54M

Top Sells

1
+$4.23M
2
+$356K
3
+$312K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$294K
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%
22
752
$3K ﹤0.01%
98
753
$3K ﹤0.01%
52
-12
754
$3K ﹤0.01%
38
755
$3K ﹤0.01%
74
756
$2K ﹤0.01%
27
-2
757
$2K ﹤0.01%
120
758
$2K ﹤0.01%
114
+93
759
$2K ﹤0.01%
+126
760
$2K ﹤0.01%
12
-3
761
$2K ﹤0.01%
43
+1
762
$2K ﹤0.01%
93
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763
$2K ﹤0.01%
41
-13
764
$2K ﹤0.01%
78
-386
765
$2K ﹤0.01%
124
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766
$2K ﹤0.01%
7
767
$2K ﹤0.01%
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768
$2K ﹤0.01%
29
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769
$2K ﹤0.01%
17
770
$2K ﹤0.01%
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771
$2K ﹤0.01%
626
772
$2K ﹤0.01%
34
773
$2K ﹤0.01%
44
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774
$2K ﹤0.01%
40
775
$2K ﹤0.01%
111
+1
29 30
31
32 33