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
$127M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
988
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$1.72M
3
+$1.68M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.63M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.47M

Top Sells

1
+$4.21M
2
+$344K
3
+$311K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$293K
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$236K

Sector Composition

1 Technology 16.58%
2 Energy 4.65%
3 Financials 4.29%
4 Healthcare 3.93%
5 Communication Services 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$1K ﹤0.01%
100
877
$1K ﹤0.01%
+26
878
$1K ﹤0.01%
+20
879
$1K ﹤0.01%
136
-22
880
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+324
881
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75
882
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73
+1
883
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80
884
$1K ﹤0.01%
+66
885
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16
-6
886
$1K ﹤0.01%
+7
887
$1K ﹤0.01%
85
888
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200
889
$1K ﹤0.01%
933
890
$0 ﹤0.01%
1
891
– –
-186
892
– –
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893
$0 ﹤0.01%
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894
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895
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+30
896
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897
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-1
898
$0 ﹤0.01%
+18
899
– –
-610
900
$0 ﹤0.01%
3
34 35
36
37 38