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
$142M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,030
New
Increased
Reduced
Closed

Top Buys

1
+$5.07M
2
+$4.96M
3
+$3.26M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.66M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.32M

Top Sells

1
+$3.18M
2
+$3.02M
3
+$2.77M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.98M
5
MBB icon
iShares MBS ETF
MBB
+$1.22M

Sector Composition

1 Technology 16.79%
2 Healthcare 3.2%
3 Communication Services 3.16%
4 Consumer Discretionary 3.13%
5 Financials 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$1K ﹤0.01%
+125
827
$1K ﹤0.01%
137
828
$1K ﹤0.01%
27
829
$1K ﹤0.01%
3
-1
830
$1K ﹤0.01%
100
831
$1K ﹤0.01%
+10
832
$1K ﹤0.01%
38
833
$1K ﹤0.01%
74
834
$1K ﹤0.01%
26
835
$1K ﹤0.01%
25
836
$1K ﹤0.01%
26
-124
837
$1K ﹤0.01%
6
838
$1K ﹤0.01%
200
839
$1K ﹤0.01%
324
840
$1K ﹤0.01%
77
+2
841
$0 ﹤0.01%
13
842
– –
-25
843
– –
-1,427
844
– –
-40
845
– –
-278
846
– –
-7
847
– –
-9
848
– –
-1,171
849
– –
-6
850
– –
-754
32 33
34
35 36