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
851
$4K ﹤0.01%
58
852
$4K ﹤0.01%
+400
853
$4K ﹤0.01%
+70
854
$3K ﹤0.01%
+125
855
$3K ﹤0.01%
32
856
$3K ﹤0.01%
47
+16
857
$3K ﹤0.01%
+21
858
$3K ﹤0.01%
41
-7
859
$3K ﹤0.01%
203
+1
860
$3K ﹤0.01%
66
+1
861
$3K ﹤0.01%
+6
862
$3K ﹤0.01%
+71
863
$3K ﹤0.01%
66
+2
864
$3K ﹤0.01%
436
+15
865
$3K ﹤0.01%
80
866
$3K ﹤0.01%
26
867
$3K ﹤0.01%
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868
$3K ﹤0.01%
34
869
$3K ﹤0.01%
+20
870
$3K ﹤0.01%
25
871
$3K ﹤0.01%
292
+2
872
$3K ﹤0.01%
+25
873
$3K ﹤0.01%
4
-70
874
$3K ﹤0.01%
33
875
$3K ﹤0.01%
69
33 34
35
36 37