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
876
$3K ﹤0.01%
11
877
$3K ﹤0.01%
18
-291
878
$3K ﹤0.01%
+125
879
$3K ﹤0.01%
32
880
$3K ﹤0.01%
47
+16
881
$3K ﹤0.01%
+21
882
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41
-7
883
$3K ﹤0.01%
203
+1
884
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66
+1
885
$3K ﹤0.01%
+6
886
$3K ﹤0.01%
+71
887
$3K ﹤0.01%
66
+2
888
$3K ﹤0.01%
436
+15
889
$3K ﹤0.01%
80
890
$3K ﹤0.01%
26
891
$3K ﹤0.01%
+235
892
$3K ﹤0.01%
34
893
$2K ﹤0.01%
30
894
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51
-4
895
$2K ﹤0.01%
31
896
$2K ﹤0.01%
53
897
$2K ﹤0.01%
21
898
$2K ﹤0.01%
+50
899
$2K ﹤0.01%
+97
900
$2K ﹤0.01%
+16
34 35
36
37 38