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%
69
+1
802
$1K ﹤0.01%
+3
803
$1K ﹤0.01%
249
-704
804
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67
+8
805
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34
806
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15
-537
807
$1K ﹤0.01%
14
808
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+10
809
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46
810
$1K ﹤0.01%
10
811
$1K ﹤0.01%
95
812
$1K ﹤0.01%
16
813
$1K ﹤0.01%
50
-750
814
$1K ﹤0.01%
14
815
$1K ﹤0.01%
+200
816
$1K ﹤0.01%
4
-1
817
$1K ﹤0.01%
+42
818
$1K ﹤0.01%
16
819
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50
-50
820
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74
+11
821
$1K ﹤0.01%
23
822
$1K ﹤0.01%
44
823
$1K ﹤0.01%
+125
824
$1K ﹤0.01%
137
825
$1K ﹤0.01%
27
31 32
33
34 35