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
$204M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,123
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$3.94M
3
+$1.89M
4
MBB icon
iShares MBS ETF
MBB
+$1.83M
5
MSFT icon
Microsoft
MSFT
+$1.64M

Top Sells

1
+$2.43M
2
+$1.98M
3
+$1.71M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.46M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.42M

Sector Composition

1 Technology 17.98%
2 Consumer Discretionary 4.09%
3 Financials 3.13%
4 Healthcare 3.03%
5 Communication Services 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$3K ﹤0.01%
84
752
$3K ﹤0.01%
35
753
$3K ﹤0.01%
18
754
$3K ﹤0.01%
+56
755
$3K ﹤0.01%
16
-43
756
$3K ﹤0.01%
120
757
$3K ﹤0.01%
17
-83
758
$3K ﹤0.01%
40
-10
759
$3K ﹤0.01%
+108
760
$3K ﹤0.01%
500
761
$3K ﹤0.01%
184
762
$3K ﹤0.01%
166
-2
763
$3K ﹤0.01%
51
764
$3K ﹤0.01%
36
+4
765
$3K ﹤0.01%
32
-113
766
$3K ﹤0.01%
108
767
$3K ﹤0.01%
+84
768
$3K ﹤0.01%
104
-1
769
$3K ﹤0.01%
+79
770
$3K ﹤0.01%
27
771
$3K ﹤0.01%
77
+26
772
$3K ﹤0.01%
21
773
$3K ﹤0.01%
73
+18
774
$3K ﹤0.01%
38
+4
775
$3K ﹤0.01%
170
-98
29 30
31
32 33