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
$114M
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,034
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.57M
3
+$1.7M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.46M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.35M

Top Sells

1
+$898K
2
+$378K
3
+$368K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$313K
5
MBB icon
iShares MBS ETF
MBB
+$255K

Sector Composition

1 Technology 15.7%
2 Healthcare 3.83%
3 Communication Services 3.38%
4 Financials 3.37%
5 Energy 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$1K ﹤0.01%
+13
777
$1K ﹤0.01%
+88
778
$1K ﹤0.01%
22
779
$1K ﹤0.01%
160
+4
780
$1K ﹤0.01%
15
781
$1K ﹤0.01%
246
782
$1K ﹤0.01%
10
783
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95
784
$1K ﹤0.01%
313
+5
785
$1K ﹤0.01%
16
+1
786
$1K ﹤0.01%
14
-5
787
$1K ﹤0.01%
+7
788
$1K ﹤0.01%
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789
$1K ﹤0.01%
83
+31
790
$1K ﹤0.01%
16
-1,139
791
$1K ﹤0.01%
28
792
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793
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54
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$1K ﹤0.01%
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795
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46
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$1K ﹤0.01%
89
797
$1K ﹤0.01%
31
798
$1K ﹤0.01%
6
-65
799
$1K ﹤0.01%
9
-25
800
$1K ﹤0.01%
10
30 31
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