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

Top Buys

1
+$4.9M
2
+$4.67M
3
+$3.06M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.62M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$2.23M

Top Sells

1
+$2.99M
2
+$2.91M
3
+$2.62M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.9M
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%
7
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%
23
-7
762
$1K ﹤0.01%
53
763
$1K ﹤0.01%
5
-8
764
$1K ﹤0.01%
14
765
$1K ﹤0.01%
12
766
$1K ﹤0.01%
11
767
$1K ﹤0.01%
+38
768
$1K ﹤0.01%
14
769
$1K ﹤0.01%
+300
770
$1K ﹤0.01%
22
771
$1K ﹤0.01%
78
+14
772
$1K ﹤0.01%
100
773
$1K ﹤0.01%
+25
774
$1K ﹤0.01%
28
775
$1K ﹤0.01%
28
29 30
31
32 33