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
926
$2K ﹤0.01%
46
+35
927
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12
-259
928
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+25
929
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14
930
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28
931
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7
+5
932
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+4
933
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934
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+19
935
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54
-1,181
936
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18
937
$2K ﹤0.01%
493
-3,408
938
$2K ﹤0.01%
40
939
$2K ﹤0.01%
19
940
$2K ﹤0.01%
+27
941
$2K ﹤0.01%
50
+1
942
$2K ﹤0.01%
44
943
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9
944
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33
-3
945
$2K ﹤0.01%
95
+20
946
$2K ﹤0.01%
15
+6
947
$2K ﹤0.01%
5
948
$2K ﹤0.01%
+5
949
$2K ﹤0.01%
+13
950
$2K ﹤0.01%
+47
36 37
38
39 40