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
$257M
AUM Growth
+$52.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,220
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$5.49M
3
+$3.97M
4
IYE icon
iShares US Energy ETF
IYE
+$3.59M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$2.48M

Top Sells

1
+$4.46M
2
+$1.47M
3
+$1.11M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$790K
5
MSFT icon
Microsoft
MSFT
+$623K

Sector Composition

1 Technology 15.7%
2 Consumer Discretionary 3.61%
3 Financials 3.17%
4 Healthcare 2.56%
5 Communication Services 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$6K ﹤0.01%
+222
752
$6K ﹤0.01%
+36
753
$6K ﹤0.01%
36
-13
754
$6K ﹤0.01%
62
-2
755
$6K ﹤0.01%
349
-419
756
$6K ﹤0.01%
+122
757
$6K ﹤0.01%
25
758
$6K ﹤0.01%
24
+2
759
$6K ﹤0.01%
38
+25
760
$6K ﹤0.01%
32
-8
761
$6K ﹤0.01%
68
-6
762
$6K ﹤0.01%
33
763
$6K ﹤0.01%
+500
764
$6K ﹤0.01%
36
+20
765
$6K ﹤0.01%
167
+10
766
$6K ﹤0.01%
+1,800
767
$6K ﹤0.01%
18
-2
768
$6K ﹤0.01%
+88
769
$6K ﹤0.01%
176
+1
770
$6K ﹤0.01%
40
+13
771
$6K ﹤0.01%
28
+1
772
$6K ﹤0.01%
38
+28
773
$6K ﹤0.01%
44
774
$6K ﹤0.01%
+50
775
$6K ﹤0.01%
20
29 30
31
32 33