LWM

Liberty Wealth Management Portfolio holdings

AUM $800M
1-Year Est. Return 20.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$204M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,123
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$3.94M
3
+$1.89M
4
MBB icon
iShares MBS ETF
MBB
+$1.83M
5
MSFT icon
Microsoft
MSFT
+$1.64M

Top Sells

1
+$2.43M
2
+$1.98M
3
+$1.71M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.46M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.42M

Sector Composition

1 Technology 17.98%
2 Consumer Discretionary 4.09%
3 Financials 3.13%
4 Healthcare 3.03%
5 Communication Services 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$2K ﹤0.01%
+42
827
$2K ﹤0.01%
69
-5
828
$2K ﹤0.01%
6
-2
829
$2K ﹤0.01%
202
+65
830
$2K ﹤0.01%
13
+1
831
$2K ﹤0.01%
+19
832
$2K ﹤0.01%
65
+1
833
$2K ﹤0.01%
13
834
$2K ﹤0.01%
421
+14
835
$2K ﹤0.01%
34
836
$2K ﹤0.01%
+28
837
$2K ﹤0.01%
100
-221
838
$2K ﹤0.01%
32
-9
839
$2K ﹤0.01%
16
-4
840
$2K ﹤0.01%
21
841
$2K ﹤0.01%
+32
842
$2K ﹤0.01%
5
843
$2K ﹤0.01%
543
-91
844
$2K ﹤0.01%
161
845
$1K ﹤0.01%
+96
846
$1K ﹤0.01%
+31
847
$1K ﹤0.01%
53
848
$1K ﹤0.01%
14
849
$1K ﹤0.01%
+17
850
$1K ﹤0.01%
+18
32 33
34
35 36