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

Top Buys

1
+$6.21M
2
+$5.49M
3
+$3.97M
4
IYE icon
iShares US Energy ETF
IYE
+$3.59M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$2.48M

Top Sells

1
+$4.46M
2
+$1.47M
3
+$1.11M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$790K
5
MSFT icon
Microsoft
MSFT
+$623K

Sector Composition

1 Technology 15.7%
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%
70
+30
802
$5K ﹤0.01%
+159
803
$5K ﹤0.01%
+51
804
$5K ﹤0.01%
14
-1
805
$5K ﹤0.01%
46
-1
806
$5K ﹤0.01%
176
807
$5K ﹤0.01%
163
+4
808
$5K ﹤0.01%
+192
809
$5K ﹤0.01%
1,215
-60
810
$5K ﹤0.01%
+38
811
$5K ﹤0.01%
+43
812
$5K ﹤0.01%
+35
813
$5K ﹤0.01%
162
+120
814
$4K ﹤0.01%
21
815
$4K ﹤0.01%
333
-449
816
$4K ﹤0.01%
76
817
$4K ﹤0.01%
1,527
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818
$4K ﹤0.01%
601
+4
819
$4K ﹤0.01%
84
+1
820
$4K ﹤0.01%
15
821
$4K ﹤0.01%
116
+58
822
$4K ﹤0.01%
18
823
$4K ﹤0.01%
92
824
$4K ﹤0.01%
120
825
$4K ﹤0.01%
87
31 32
33
34 35