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
901
$2K ﹤0.01%
+5
902
$2K ﹤0.01%
9
903
$2K ﹤0.01%
19
904
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14
+6
905
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26
906
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28
-397
907
$2K ﹤0.01%
281
-93
908
$2K ﹤0.01%
59
909
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75
910
$2K ﹤0.01%
34
911
$2K ﹤0.01%
+103
912
$2K ﹤0.01%
933
913
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51
-4
914
$2K ﹤0.01%
53
915
$2K ﹤0.01%
21
916
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+50
917
$2K ﹤0.01%
+97
918
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+16
919
$2K ﹤0.01%
+120
920
$2K ﹤0.01%
+24
921
$2K ﹤0.01%
1,207
-8,765
922
$2K ﹤0.01%
56
923
$2K ﹤0.01%
+20
924
$2K ﹤0.01%
13
925
$2K ﹤0.01%
+52
35 36
37
38 39