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
926
$2K ﹤0.01%
33
-3
927
$2K ﹤0.01%
95
+20
928
$2K ﹤0.01%
15
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929
$2K ﹤0.01%
5
930
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+5
931
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127
-60
932
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+8
933
$2K ﹤0.01%
+77
934
$2K ﹤0.01%
118
+2
935
$2K ﹤0.01%
17
936
$2K ﹤0.01%
12
937
$2K ﹤0.01%
+5
938
$2K ﹤0.01%
9
939
$2K ﹤0.01%
19
940
$2K ﹤0.01%
14
+6
941
$2K ﹤0.01%
+13
942
$2K ﹤0.01%
+47
943
$2K ﹤0.01%
42
944
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32
+12
945
$2K ﹤0.01%
+16
946
$2K ﹤0.01%
32
+13
947
– –
0
948
$2K ﹤0.01%
+21
949
$2K ﹤0.01%
+50
950
$2K ﹤0.01%
19
36 37
38
39 40