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%
26
927
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30
928
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31
929
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12
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931
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933
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939
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941
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14
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32
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946
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947
$2K ﹤0.01%
32
+13
948
– –
0
949
$2K ﹤0.01%
+21
950
$2K ﹤0.01%
+50
36 37
38
39 40