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
$257M
AUM Growth
+$52.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,220
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$5.49M
3
+$3.97M
4
IYE icon
iShares US Energy ETF
IYE
+$3.59M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$2.48M

Top Sells

1
+$4.46M
2
+$1.47M
3
+$1.11M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$790K
5
MSFT icon
Microsoft
MSFT
+$623K

Sector Composition

1 Technology 15.7%
2 Consumer Discretionary 3.61%
3 Financials 3.17%
4 Healthcare 2.56%
5 Communication Services 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$4K ﹤0.01%
17
827
$4K ﹤0.01%
+355
828
$4K ﹤0.01%
184
829
$4K ﹤0.01%
24
830
$4K ﹤0.01%
+7
831
$4K ﹤0.01%
108
832
$4K ﹤0.01%
36
+15
833
$4K ﹤0.01%
7
+2
834
$4K ﹤0.01%
65
-12
835
$4K ﹤0.01%
9
-60
836
$4K ﹤0.01%
35
-3
837
$4K ﹤0.01%
+30
838
$4K ﹤0.01%
107
-23
839
$4K ﹤0.01%
66
840
$4K ﹤0.01%
55
+45
841
$4K ﹤0.01%
31
842
$4K ﹤0.01%
15
+2
843
$4K ﹤0.01%
18
844
$4K ﹤0.01%
24
-3
845
$4K ﹤0.01%
+101
846
$4K ﹤0.01%
340
-2,184
847
– –
-65
848
$4K ﹤0.01%
+926
849
$4K ﹤0.01%
+100
850
$4K ﹤0.01%
28
32 33
34
35 36