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

Top Buys

1
+$4.46M
2
+$4.24M
3
+$2.07M
4
MBB icon
iShares MBS ETF
MBB
+$1.83M
5
MSFT icon
Microsoft
MSFT
+$1.83M

Top Sells

1
+$2.61M
2
+$2.01M
3
+$1.84M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.76M
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%
13
+1
802
$2K ﹤0.01%
+19
803
$2K ﹤0.01%
65
+1
804
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13
805
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421
+14
806
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16
-4
807
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34
808
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100
-221
809
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32
-9
810
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12
+1
811
$2K ﹤0.01%
+28
812
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40
-10
813
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19
+13
814
$2K ﹤0.01%
+32
815
$2K ﹤0.01%
+484
816
$2K ﹤0.01%
+42
817
$2K ﹤0.01%
69
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818
$2K ﹤0.01%
6
-2
819
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30
+10
820
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25
821
$2K ﹤0.01%
+51
822
$2K ﹤0.01%
+14
823
$2K ﹤0.01%
+21
824
$2K ﹤0.01%
33
-99
825
$2K ﹤0.01%
543
-91
31 32
33
34 35