LWM

Liberty Wealth Management Portfolio holdings

AUM $800M
1-Year Est. Return 20.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
988
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$1.72M
3
+$1.68M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.63M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.47M

Top Sells

1
+$4.21M
2
+$344K
3
+$311K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$293K
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$236K

Sector Composition

1 Technology 16.58%
2 Energy 4.65%
3 Financials 4.29%
4 Healthcare 3.93%
5 Communication Services 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$2K ﹤0.01%
+137
777
$2K ﹤0.01%
626
778
$2K ﹤0.01%
29
779
$2K ﹤0.01%
+59
780
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49
+1
781
$2K ﹤0.01%
64
782
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13
783
$2K ﹤0.01%
50
-16
784
$2K ﹤0.01%
+63
785
$2K ﹤0.01%
34
786
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44
+13
787
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40
788
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26
-4
789
$2K ﹤0.01%
+50
790
$2K ﹤0.01%
12
791
$2K ﹤0.01%
63
792
$2K ﹤0.01%
12
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93
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795
$2K ﹤0.01%
41
-13
796
$2K ﹤0.01%
7
+2
797
$2K ﹤0.01%
+50
798
$2K ﹤0.01%
109
+2
799
$1K ﹤0.01%
8
800
$1K ﹤0.01%
73
30 31
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