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%
51
-502
752
$2K ﹤0.01%
21
753
$2K ﹤0.01%
43
754
$2K ﹤0.01%
26
755
$2K ﹤0.01%
196
756
$2K ﹤0.01%
112
+2
757
$2K ﹤0.01%
18
-170
758
$2K ﹤0.01%
125
-266
759
$2K ﹤0.01%
31
760
$2K ﹤0.01%
34
761
$1K ﹤0.01%
14
762
$1K ﹤0.01%
12
763
$1K ﹤0.01%
11
764
$1K ﹤0.01%
+38
765
$1K ﹤0.01%
14
766
$1K ﹤0.01%
+300
767
$1K ﹤0.01%
23
-7
768
$1K ﹤0.01%
53
769
$1K ﹤0.01%
5
-8
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