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
$204M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,123
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$3.94M
3
+$1.89M
4
MBB icon
iShares MBS ETF
MBB
+$1.83M
5
MSFT icon
Microsoft
MSFT
+$1.64M

Top Sells

1
+$2.43M
2
+$1.98M
3
+$1.71M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.46M
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
901
$1K ﹤0.01%
30
902
$1K ﹤0.01%
27
903
$1K ﹤0.01%
+8
904
$1K ﹤0.01%
+11
905
$1K ﹤0.01%
+30
906
$1K ﹤0.01%
27
-11
907
$1K ﹤0.01%
74
908
$1K ﹤0.01%
+26
909
$1K ﹤0.01%
+109
910
$1K ﹤0.01%
+374
911
$1K ﹤0.01%
+59
912
$1K ﹤0.01%
+30
913
$1K ﹤0.01%
75
914
$1K ﹤0.01%
+34
915
$1K ﹤0.01%
+12
916
$1K ﹤0.01%
933
917
$1K ﹤0.01%
+33
918
$1K ﹤0.01%
+11
919
$1K ﹤0.01%
41
920
$1K ﹤0.01%
+176
921
$1K ﹤0.01%
20
+6
922
$1K ﹤0.01%
+20
923
$1K ﹤0.01%
+15
924
$1K ﹤0.01%
16
925
$1K ﹤0.01%
+19
35 36
37
38 39