LWM
Liberty Wealth Management Portfolio holdings
AUM
$638M
1-Year Return
13.75%
This Quarter Return
+10.87%
1 Year Return
+13.75%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$133M
AUM Growth
-$1.3M
(-0.97%)
Cap. Flow
-$15.1M
Cap. Flow
% of AUM
-11.35%
Top 10 Holdings %
Top 10 Hldgs %
57.14%
Holding
901
New
74
Increased
268
Reduced
149
Closed
101
Top Buys
Top Sells
| 1 |
Vanguard Real Estate ETF
VNQ
|
$11.6M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$2.85M |
| 3 |
Abbott
ABT
|
$1.24M |
| 4 |
AbbVie
ABBV
|
$990K |
| 5 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$244K |
Sector Composition
| 1 | Technology | 10.67% |
| 2 | Energy | 4.33% |
| 3 | Consumer Staples | 3.77% |
| 4 | Financials | 3.28% |
| 5 | Communication Services | 2.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
901
Starwood Property Trust
STWD
$7.56B
| – | – |
-281
| Closed | -$5K |
|