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
$127M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
988
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$1.8M
3
+$1.72M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.62M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.54M

Top Sells

1
+$4.23M
2
+$356K
3
+$312K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$294K
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%
21
777
$2K ﹤0.01%
15
778
$2K ﹤0.01%
20
-141
779
$2K ﹤0.01%
31
780
$2K ﹤0.01%
26
-4
781
$2K ﹤0.01%
+25
782
$2K ﹤0.01%
38
783
$2K ﹤0.01%
24
784
$2K ﹤0.01%
+50
785
$2K ﹤0.01%
12
786
$2K ﹤0.01%
63
787
$2K ﹤0.01%
7
+2
788
$2K ﹤0.01%
+50
789
$2K ﹤0.01%
109
+2
790
$2K ﹤0.01%
48
791
$2K ﹤0.01%
29
792
$2K ﹤0.01%
+59
793
$2K ﹤0.01%
49
+1
794
$2K ﹤0.01%
64
795
$2K ﹤0.01%
13
796
$2K ﹤0.01%
50
-16
797
$2K ﹤0.01%
143
+109
798
$2K ﹤0.01%
+63
799
$1K ﹤0.01%
73
800
$1K ﹤0.01%
53
30 31
32
33 34