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

Top Buys

1
+$4.46M
2
+$4.24M
3
+$2.07M
4
MBB icon
iShares MBS ETF
MBB
+$1.83M
5
MSFT icon
Microsoft
MSFT
+$1.83M

Top Sells

1
+$2.61M
2
+$2.01M
3
+$1.84M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.76M
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%
+56
753
$3K ﹤0.01%
16
-43
754
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120
755
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17
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756
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40
-10
757
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+108
758
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170
-98
759
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+79
760
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54
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761
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18
762
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48
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764
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13
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765
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27
766
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17
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$3K ﹤0.01%
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769
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42
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770
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58
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771
$3K ﹤0.01%
35
772
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18
773
$3K ﹤0.01%
500
774
$3K ﹤0.01%
184
775
$3K ﹤0.01%
166
-2
29 30
31
32 33