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
$257M
AUM Growth
+$52.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,220
New
Increased
Reduced
Closed

Top Buys

1
+$6.34M
2
+$5.35M
3
+$3.99M
4
IYE icon
iShares US Energy ETF
IYE
+$3.44M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$2.47M

Top Sells

1
+$4.37M
2
+$1.44M
3
+$1.06M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$775K
5
MSFT icon
Microsoft
MSFT
+$585K

Sector Composition

1 Technology 15.69%
2 Consumer Discretionary 3.61%
3 Financials 3.17%
4 Healthcare 2.56%
5 Communication Services 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$5K ﹤0.01%
1,215
-60
777
$5K ﹤0.01%
+38
778
$5K ﹤0.01%
+91
779
$5K ﹤0.01%
199
780
$5K ﹤0.01%
7
-1
781
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60
+20
782
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166
783
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52
+1
784
$5K ﹤0.01%
+74
785
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53
+21
786
$5K ﹤0.01%
+195
787
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+36
788
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24
+4
789
$5K ﹤0.01%
37
790
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44
791
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+2
792
$5K ﹤0.01%
66
793
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794
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167
+3
795
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22
-136
796
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56
-50
797
$5K ﹤0.01%
55
+1
798
$5K ﹤0.01%
70
+30
799
$5K ﹤0.01%
+159
800
$5K ﹤0.01%
+51
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