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%
170
+2
752
$3K ﹤0.01%
+55
753
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34
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754
$3K ﹤0.01%
351
755
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67
+1
756
$2K ﹤0.01%
111
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757
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21
758
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15
759
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20
-141
760
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26
-4
761
$2K ﹤0.01%
+25
762
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38
763
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24
764
$2K ﹤0.01%
+50
765
$2K ﹤0.01%
12
766
$2K ﹤0.01%
63
767
$2K ﹤0.01%
12
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43
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769
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31
770
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27
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771
$2K ﹤0.01%
120
772
$2K ﹤0.01%
114
+93
773
$2K ﹤0.01%
+126
774
$2K ﹤0.01%
93
-173
775
$2K ﹤0.01%
41
-13
29 30
31
32 33