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
901
$2K ﹤0.01%
+120
902
$2K ﹤0.01%
+24
903
$2K ﹤0.01%
1,207
-8,765
904
$2K ﹤0.01%
56
905
$2K ﹤0.01%
+20
906
$2K ﹤0.01%
13
907
$2K ﹤0.01%
+52
908
$2K ﹤0.01%
46
+35
909
$2K ﹤0.01%
12
-259
910
$2K ﹤0.01%
+25
911
$2K ﹤0.01%
14
912
$2K ﹤0.01%
28
913
$2K ﹤0.01%
7
+5
914
$2K ﹤0.01%
+4
915
$2K ﹤0.01%
16
916
$2K ﹤0.01%
+19
917
$2K ﹤0.01%
54
-1,181
918
$2K ﹤0.01%
18
919
$2K ﹤0.01%
493
-3,408
920
$2K ﹤0.01%
40
921
$2K ﹤0.01%
19
922
$2K ﹤0.01%
+27
923
$2K ﹤0.01%
50
+1
924
$2K ﹤0.01%
44
925
$2K ﹤0.01%
9
35 36
37
38 39