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

Top Buys

1
+$4.48M
2
+$3.94M
3
+$1.89M
4
MBB icon
iShares MBS ETF
MBB
+$1.83M
5
MSFT icon
Microsoft
MSFT
+$1.64M

Top Sells

1
+$2.43M
2
+$1.98M
3
+$1.71M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.46M
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
801
$2K ﹤0.01%
+43
802
$2K ﹤0.01%
32
803
$2K ﹤0.01%
21
804
$2K ﹤0.01%
+32
805
$2K ﹤0.01%
5
806
$2K ﹤0.01%
543
-91
807
$2K ﹤0.01%
161
808
$2K ﹤0.01%
43
809
$2K ﹤0.01%
+40
810
$2K ﹤0.01%
20
811
$2K ﹤0.01%
19
812
$2K ﹤0.01%
6
813
$2K ﹤0.01%
5
-7
814
$2K ﹤0.01%
44
815
$2K ﹤0.01%
+36
816
$2K ﹤0.01%
+26
817
$2K ﹤0.01%
134
+12
818
$2K ﹤0.01%
+5
819
$2K ﹤0.01%
33
820
$2K ﹤0.01%
+32
821
$2K ﹤0.01%
26
822
$2K ﹤0.01%
100
823
$2K ﹤0.01%
17
824
$2K ﹤0.01%
28
-333
825
$2K ﹤0.01%
11
-6
31 32
33
34 35