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
$127M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
988
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$1.72M
3
+$1.68M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.63M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.47M

Top Sells

1
+$4.21M
2
+$344K
3
+$311K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$293K
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$236K

Sector Composition

1 Technology 16.58%
2 Energy 4.65%
3 Financials 4.29%
4 Healthcare 3.93%
5 Communication Services 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$1K ﹤0.01%
15
827
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-5
828
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+132
829
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+5
830
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48
831
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832
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833
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834
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10
835
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5
836
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837
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838
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10
839
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840
$1K ﹤0.01%
6
-2
841
$1K ﹤0.01%
11
842
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843
$1K ﹤0.01%
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844
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+4
845
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9
846
$1K ﹤0.01%
67
+1
847
$1K ﹤0.01%
10
848
$1K ﹤0.01%
+43
849
$1K ﹤0.01%
34
850
$1K ﹤0.01%
14
32 33
34
35 36