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
876
$3K ﹤0.01%
32
877
$3K ﹤0.01%
161
878
$3K ﹤0.01%
43
879
$3K ﹤0.01%
125
-9
880
$3K ﹤0.01%
+19
881
$3K ﹤0.01%
33
882
$3K ﹤0.01%
+525
883
$3K ﹤0.01%
100
884
$3K ﹤0.01%
32
885
$3K ﹤0.01%
47
+16
886
$3K ﹤0.01%
+21
887
$3K ﹤0.01%
436
+15
888
$3K ﹤0.01%
80
889
$3K ﹤0.01%
26
890
$3K ﹤0.01%
+235
891
$3K ﹤0.01%
34
892
$3K ﹤0.01%
+20
893
$2K ﹤0.01%
51
-4
894
$2K ﹤0.01%
53
895
$2K ﹤0.01%
21
896
$2K ﹤0.01%
+50
897
$2K ﹤0.01%
+97
898
$2K ﹤0.01%
+16
899
$2K ﹤0.01%
+120
900
$2K ﹤0.01%
+24
34 35
36
37 38