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
$257M
AUM Growth
+$52.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,220
New
Increased
Reduced
Closed

Top Buys

1
+$6.34M
2
+$5.35M
3
+$3.99M
4
IYE icon
iShares US Energy ETF
IYE
+$3.44M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$2.47M

Top Sells

1
+$4.37M
2
+$1.44M
3
+$1.06M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$775K
5
MSFT icon
Microsoft
MSFT
+$585K

Sector Composition

1 Technology 15.69%
2 Consumer Discretionary 3.61%
3 Financials 3.17%
4 Healthcare 2.56%
5 Communication Services 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$5K ﹤0.01%
176
802
$5K ﹤0.01%
163
+4
803
$5K ﹤0.01%
+192
804
$5K ﹤0.01%
1,215
-60
805
$5K ﹤0.01%
+38
806
$5K ﹤0.01%
+43
807
$5K ﹤0.01%
+35
808
$5K ﹤0.01%
162
+120
809
$5K ﹤0.01%
187
810
$5K ﹤0.01%
97
-43
811
$5K ﹤0.01%
+475
812
$5K ﹤0.01%
200
813
$5K ﹤0.01%
+191
814
$4K ﹤0.01%
601
+4
815
$4K ﹤0.01%
84
+1
816
$4K ﹤0.01%
15
817
$4K ﹤0.01%
116
+58
818
$4K ﹤0.01%
18
819
$4K ﹤0.01%
92
820
$4K ﹤0.01%
120
821
$4K ﹤0.01%
87
822
$4K ﹤0.01%
17
823
$4K ﹤0.01%
+355
824
$4K ﹤0.01%
184
825
$4K ﹤0.01%
24
31 32
33
34 35