LWM

Liberty Wealth Management Portfolio holdings

AUM $775M
1-Year Est. Return 18.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.64%
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
+$6.34M
2
+$5.35M
3
+$3.99M
4
IYE icon
iShares US Energy ETF
IYE
+$3.44M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$2.47M

Top Sells

1
+$4.37M
2
+$1.44M
3
+$1.06M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$775K
5
MSFT icon
Microsoft
MSFT
+$585K

Sector Composition

1 Technology 15.69%
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%
+20
855
$3K ﹤0.01%
25
856
$3K ﹤0.01%
58
857
$3K ﹤0.01%
+25
858
$3K ﹤0.01%
4
-70
859
$3K ﹤0.01%
33
860
$3K ﹤0.01%
69
861
$3K ﹤0.01%
34
-119
862
$3K ﹤0.01%
+7
863
$3K ﹤0.01%
109
+1
864
$3K ﹤0.01%
500
865
$3K ﹤0.01%
79
+64
866
$3K ﹤0.01%
21
+10
867
$3K ﹤0.01%
32
868
$3K ﹤0.01%
161
869
$3K ﹤0.01%
43
870
$3K ﹤0.01%
125
-9
871
$3K ﹤0.01%
+19
872
$3K ﹤0.01%
33
873
$3K ﹤0.01%
+525
874
$3K ﹤0.01%
100
875
$3K ﹤0.01%
28
33 34
35
36 37