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
$204M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,123
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$4.24M
3
+$2.07M
4
MBB icon
iShares MBS ETF
MBB
+$1.83M
5
MSFT icon
Microsoft
MSFT
+$1.83M

Top Sells

1
+$2.61M
2
+$2.01M
3
+$1.84M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.76M
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%
161
827
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43
828
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+40
829
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20
830
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19
831
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6
832
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5
-7
833
$2K ﹤0.01%
44
834
$2K ﹤0.01%
+36
835
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+26
836
$2K ﹤0.01%
134
+12
837
$2K ﹤0.01%
+5
838
$2K ﹤0.01%
33
839
$2K ﹤0.01%
+32
840
$2K ﹤0.01%
26
841
$2K ﹤0.01%
100
842
$2K ﹤0.01%
17
843
$2K ﹤0.01%
28
-333
844
$2K ﹤0.01%
11
-6
845
$1K ﹤0.01%
+31
846
$1K ﹤0.01%
53
847
$1K ﹤0.01%
28
848
$1K ﹤0.01%
6
+2
849
$1K ﹤0.01%
+16
850
$1K ﹤0.01%
184
+5
32 33
34
35 36