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

Top Buys

1
+$2.94M
2
+$1.8M
3
+$1.72M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.62M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.54M

Top Sells

1
+$4.23M
2
+$356K
3
+$312K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$294K
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%
20
827
$1K ﹤0.01%
12
828
$1K ﹤0.01%
+4
829
$1K ﹤0.01%
9
830
$1K ﹤0.01%
67
+1
831
$1K ﹤0.01%
10
832
$1K ﹤0.01%
+43
833
$1K ﹤0.01%
34
834
$1K ﹤0.01%
100
835
$1K ﹤0.01%
+16
836
$1K ﹤0.01%
+3
837
$1K ﹤0.01%
+44
838
$1K ﹤0.01%
12
-4
839
$1K ﹤0.01%
31
-29
840
$1K ﹤0.01%
46
-5
841
$1K ﹤0.01%
52
842
$1K ﹤0.01%
100
+50
843
$1K ﹤0.01%
47
844
$1K ﹤0.01%
+44
845
$1K ﹤0.01%
+50
846
$1K ﹤0.01%
44
-18
847
$1K ﹤0.01%
+7
848
$1K ﹤0.01%
+27
849
$1K ﹤0.01%
+9
850
$1K ﹤0.01%
23
32 33
34
35 36