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
$142M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,030
New
Increased
Reduced
Closed

Top Buys

1
+$5.07M
2
+$4.96M
3
+$3.26M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.66M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.32M

Top Sells

1
+$3.18M
2
+$3.02M
3
+$2.77M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.98M
5
MBB icon
iShares MBS ETF
MBB
+$1.22M

Sector Composition

1 Technology 16.79%
2 Healthcare 3.2%
3 Communication Services 3.16%
4 Consumer Discretionary 3.13%
5 Financials 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$1K ﹤0.01%
+25
802
$1K ﹤0.01%
20
-7
803
$1K ﹤0.01%
634
+109
804
$1K ﹤0.01%
15
805
$1K ﹤0.01%
17
806
$1K ﹤0.01%
49
-113
807
$1K ﹤0.01%
16
808
$1K ﹤0.01%
10
809
$1K ﹤0.01%
+35
810
$1K ﹤0.01%
5
811
$1K ﹤0.01%
48
812
$1K ﹤0.01%
40
+9
813
$1K ﹤0.01%
6
814
$1K ﹤0.01%
121
-872
815
$1K ﹤0.01%
10
816
$1K ﹤0.01%
122
+61
817
$1K ﹤0.01%
5
-23
818
$1K ﹤0.01%
11
819
$1K ﹤0.01%
14
820
$1K ﹤0.01%
+10
821
$1K ﹤0.01%
46
822
$1K ﹤0.01%
10
823
$1K ﹤0.01%
74
+11
824
$1K ﹤0.01%
23
825
$1K ﹤0.01%
44
31 32
33
34 35