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
$204M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,123
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$4.24M
3
+$2.07M
4
MBB icon
iShares MBS ETF
MBB
+$1.83M
5
MSFT icon
Microsoft
MSFT
+$1.83M

Top Sells

1
+$2.61M
2
+$2.01M
3
+$1.84M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.76M
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%
51
777
$3K ﹤0.01%
36
+4
778
$3K ﹤0.01%
32
-113
779
$3K ﹤0.01%
108
780
$3K ﹤0.01%
+84
781
$3K ﹤0.01%
104
-1
782
$3K ﹤0.01%
+79
783
$3K ﹤0.01%
27
784
$3K ﹤0.01%
77
+26
785
$3K ﹤0.01%
21
786
$3K ﹤0.01%
73
+18
787
$3K ﹤0.01%
38
+4
788
$3K ﹤0.01%
200
789
$3K ﹤0.01%
80
790
$3K ﹤0.01%
26
+6
791
$2K ﹤0.01%
87
792
$2K ﹤0.01%
+56
793
$2K ﹤0.01%
+24
794
$2K ﹤0.01%
+43
795
$2K ﹤0.01%
32
796
$2K ﹤0.01%
21
797
$2K ﹤0.01%
+32
798
$2K ﹤0.01%
5
799
$2K ﹤0.01%
31
800
$2K ﹤0.01%
202
+65
30 31
32
33 34