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
$127M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
988
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$1.8M
3
+$1.72M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.62M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.54M

Top Sells

1
+$4.23M
2
+$356K
3
+$312K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$294K
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$236K

Sector Composition

1 Technology 16.58%
2 Energy 4.65%
3 Financials 4.29%
4 Healthcare 3.93%
5 Communication Services 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$319K 0.25%
5,774
+864
77
$310K 0.24%
2,780
-18
78
$307K 0.24%
1,043
+29
79
$303K 0.24%
5,072
+696
80
$299K 0.24%
4,663
+1,140
81
$294K 0.23%
2,568
+454
82
$283K 0.22%
5,624
83
$281K 0.22%
2,507
-2
84
$279K 0.22%
5,077
-1,652
85
$274K 0.22%
2,344
-82
86
$271K 0.21%
951
+1
87
$269K 0.21%
3,246
+706
88
$268K 0.21%
3,044
+2,642
89
$261K 0.21%
4,855
-739
90
$261K 0.21%
2,974
-15
91
$259K 0.2%
5,754
+207
92
$253K 0.2%
2,689
+31
93
$245K 0.19%
1,794
+1
94
$234K 0.18%
1,825
-51
95
$231K 0.18%
1,316
96
$225K 0.18%
2,793
-493
97
$219K 0.17%
3,137
-725
98
$217K 0.17%
2,681
+15
99
$213K 0.17%
1,777
-27
100
$210K 0.17%
5,592
+27
2 3
4
5 6