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
$142M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,030
New
Increased
Reduced
Closed

Top Buys

1
+$5.07M
2
+$4.96M
3
+$3.26M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.66M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.32M

Top Sells

1
+$3.18M
2
+$3.02M
3
+$2.77M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.98M
5
MBB icon
iShares MBS ETF
MBB
+$1.22M

Sector Composition

1 Technology 16.79%
2 Healthcare 3.2%
3 Communication Services 3.16%
4 Consumer Discretionary 3.13%
5 Financials 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$262K 0.18%
25,051
+172
77
$257K 0.18%
2,732
-70
78
$256K 0.18%
4,271
-107
79
$255K 0.18%
4,330
-136
80
$241K 0.17%
2,480
+1
81
$240K 0.17%
5,374
-171
82
$237K 0.17%
1,295
+238
83
$236K 0.17%
2,475
+37
84
$222K 0.16%
2,733
+9
85
$222K 0.16%
5,614
-1,723
86
$221K 0.16%
5,729
+104
87
$221K 0.16%
2,450
-46
88
$220K 0.15%
852
-84
89
$218K 0.15%
2,967
-112
90
$206K 0.14%
2,478
-226
91
$202K 0.14%
8,663
-384
92
$198K 0.14%
1,469
-81
93
$196K 0.14%
5,038
-642
94
$190K 0.13%
5,630
+25
95
$187K 0.13%
2,021
-8
96
$187K 0.13%
1,138
+3
97
$187K 0.13%
2,596
+105
98
$184K 0.13%
1,531
+54
99
$176K 0.12%
4,028
100
$172K 0.12%
1,300
+99
2 3
4
5 6