LWM
Liberty Wealth Management Portfolio holdings
AUM
$638M
1-Year Return
13.75%
This Quarter Return
+13.22%
1 Year Return
+13.75%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$204M
AUM Growth
+$34.7M
(+20%)
Cap. Flow
+$12M
Cap. Flow
% of AUM
5.86%
Top 10 Holdings %
Top 10 Hldgs %
45.53%
Holding
1,123
New
227
Increased
358
Reduced
208
Closed
51
Top Buys
| 1 |
iShares Core Total USD Bond Market ETF
IUSB
|
+$4.47M |
| 2 |
iShares MSCI EAFE Value ETF
EFV
|
+$4.24M |
| 3 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
+$2.07M |
| 4 |
iShares MBS ETF
MBB
|
+$1.83M |
| 5 |
Microsoft
MSFT
|
+$1.83M |
Top Sells
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
+$2.61M |
| 2 |
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
|
+$2.01M |
| 3 |
iShares US Financial Services ETF
IYG
|
+$1.84M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$1.76M |
| 5 |
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% |
