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
876
$1K ﹤0.01%
+52
877
$1K ﹤0.01%
34
878
$1K ﹤0.01%
14
879
$1K ﹤0.01%
+20
880
$1K ﹤0.01%
25
-5
881
$1K ﹤0.01%
+8
882
$1K ﹤0.01%
+96
883
$1K ﹤0.01%
+9
884
$1K ﹤0.01%
+11
885
$1K ﹤0.01%
27
886
$1K ﹤0.01%
+8
887
$1K ﹤0.01%
14
888
$1K ﹤0.01%
+17
889
$1K ﹤0.01%
+18
890
$1K ﹤0.01%
117
+2
891
$1K ﹤0.01%
+13
892
$1K ﹤0.01%
+5
893
$1K ﹤0.01%
78
894
$1K ﹤0.01%
36
895
$1K ﹤0.01%
+14
896
$1K ﹤0.01%
9
-3
897
$1K ﹤0.01%
6
898
$1K ﹤0.01%
+75
899
$1K ﹤0.01%
+13
900
$1K ﹤0.01%
55
-91
34 35
36
37 38