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
801
$1K ﹤0.01%
14
802
$1K ﹤0.01%
126
803
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+1
804
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12
805
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31
+10
806
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11
807
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12
808
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+19
809
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14
-2
810
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8
811
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812
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+88
813
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22
814
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64
+16
815
$1K ﹤0.01%
77
+47
816
$1K ﹤0.01%
100
817
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160
+4
818
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15
819
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246
820
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+125
821
$1K ﹤0.01%
161
-307
822
$1K ﹤0.01%
15
823
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17
+3
824
$1K ﹤0.01%
16
825
$1K ﹤0.01%
10
31 32
33
34 35