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
$142M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,030
New
Increased
Reduced
Closed

Top Buys

1
+$5.07M
2
+$4.96M
3
+$3.26M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.66M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.32M

Top Sells

1
+$3.18M
2
+$3.02M
3
+$2.77M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.98M
5
MBB icon
iShares MBS ETF
MBB
+$1.22M

Sector Composition

1 Technology 16.79%
2 Healthcare 3.2%
3 Communication Services 3.16%
4 Consumer Discretionary 3.13%
5 Financials 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$2K ﹤0.01%
+27
752
$2K ﹤0.01%
+53
753
$2K ﹤0.01%
83
754
$2K ﹤0.01%
17
755
$2K ﹤0.01%
915
+144
756
$2K ﹤0.01%
64
757
$2K ﹤0.01%
50
+7
758
$2K ﹤0.01%
395
+14
759
$2K ﹤0.01%
15
760
$2K ﹤0.01%
34
761
$1K ﹤0.01%
28
762
$1K ﹤0.01%
28
763
$1K ﹤0.01%
55
+1
764
$1K ﹤0.01%
+4
765
$1K ﹤0.01%
46
766
$1K ﹤0.01%
104
+4
767
$1K ﹤0.01%
20
768
$1K ﹤0.01%
6
-131
769
$1K ﹤0.01%
26
770
$1K ﹤0.01%
12
771
$1K ﹤0.01%
69
+1
772
$1K ﹤0.01%
+3
773
$1K ﹤0.01%
249
-704
774
$1K ﹤0.01%
67
+8
775
$1K ﹤0.01%
34
29 30
31
32 33