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
951
$2K ﹤0.01%
27
952
$2K ﹤0.01%
+33
953
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111
954
$2K ﹤0.01%
10
-43
955
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13
956
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26
957
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28
-397
958
$2K ﹤0.01%
281
-93
959
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59
960
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75
961
$2K ﹤0.01%
34
962
$2K ﹤0.01%
+103
963
$2K ﹤0.01%
933
964
$1K ﹤0.01%
+8
965
$1K ﹤0.01%
+100
966
$1K ﹤0.01%
+29
967
$1K ﹤0.01%
11
968
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14
969
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59
-60
970
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17
971
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11
972
$1K ﹤0.01%
13
-5
973
$1K ﹤0.01%
+8
974
$1K ﹤0.01%
+24
975
$1K ﹤0.01%
+2
37 38
39
40 41