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
$114M
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,034
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.57M
3
+$1.7M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.46M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.35M

Top Sells

1
+$898K
2
+$378K
3
+$368K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$313K
5
MBB icon
iShares MBS ETF
MBB
+$255K

Sector Composition

1 Technology 15.7%
2 Healthcare 3.83%
3 Communication Services 3.38%
4 Financials 3.37%
5 Energy 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$2K ﹤0.01%
17
752
$2K ﹤0.01%
75
-66
753
$2K ﹤0.01%
771
+145
754
$2K ﹤0.01%
42
+1
755
$2K ﹤0.01%
52
756
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18
-1
757
$2K ﹤0.01%
381
+13
758
$2K ﹤0.01%
34
759
$2K ﹤0.01%
+18
760
$2K ﹤0.01%
+400
761
$2K ﹤0.01%
351
762
$2K ﹤0.01%
200
763
$1K ﹤0.01%
28
764
$1K ﹤0.01%
28
765
$1K ﹤0.01%
54
+1
766
$1K ﹤0.01%
+14
767
$1K ﹤0.01%
46
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768
$1K ﹤0.01%
89
769
$1K ﹤0.01%
20
-6
770
$1K ﹤0.01%
+15
771
$1K ﹤0.01%
47
+21
772
$1K ﹤0.01%
27
-11
773
$1K ﹤0.01%
7
-332
774
$1K ﹤0.01%
525
+36
775
$1K ﹤0.01%
+22
29 30
31
32 33