LWM

Liberty Wealth Management Portfolio holdings

AUM $775M
1-Year Est. Return 18.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.64%
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
+$4.48M
2
+$3.94M
3
+$1.89M
4
MBB icon
iShares MBS ETF
MBB
+$1.83M
5
MSFT icon
Microsoft
MSFT
+$1.64M

Top Sells

1
+$2.43M
2
+$1.98M
3
+$1.71M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.46M
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
776
$3K ﹤0.01%
+79
777
$3K ﹤0.01%
54
-86
778
$3K ﹤0.01%
18
779
$3K ﹤0.01%
48
+7
780
$3K ﹤0.01%
176
-535
781
$3K ﹤0.01%
13
-2
782
$3K ﹤0.01%
27
783
$3K ﹤0.01%
17
784
$3K ﹤0.01%
+415
785
$3K ﹤0.01%
65
786
$3K ﹤0.01%
42
-10
787
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58
+33
788
$3K ﹤0.01%
200
789
$3K ﹤0.01%
80
790
$3K ﹤0.01%
26
+6
791
$2K ﹤0.01%
+51
792
$2K ﹤0.01%
+14
793
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+21
794
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30
+10
795
$2K ﹤0.01%
25
796
$2K ﹤0.01%
12
+1
797
$2K ﹤0.01%
33
-99
798
$2K ﹤0.01%
87
799
$2K ﹤0.01%
+56
800
$2K ﹤0.01%
+24
30 31
32
33 34