LWM

Liberty Wealth Management Portfolio holdings

AUM $638M
1-Year Est. Return 13.75%
This Quarter Est. Return
1 Year Est. Return
+13.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$204M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,123
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$4.24M
3
+$2.07M
4
MBB icon
iShares MBS ETF
MBB
+$1.83M
5
MSFT icon
Microsoft
MSFT
+$1.83M

Top Sells

1
+$2.61M
2
+$2.01M
3
+$1.84M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.76M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.42M

Sector Composition

1 Technology 17.98%
2 Consumer Discretionary 4.09%
3 Financials 3.13%
4 Healthcare 3.03%
5 Communication Services 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$386K 0.19%
2,980
+255
77
$371K 0.18%
3,032
+1,400
78
$371K 0.18%
2,281
-34
79
$367K 0.18%
6,308
+504
80
$361K 0.18%
6,822
+392
81
$355K 0.17%
6,227
-1,490
82
$344K 0.17%
9,000
83
$313K 0.15%
6,473
-3
84
$291K 0.14%
9,736
-1,617
85
$279K 0.14%
2,438
+2,298
86
$269K 0.13%
1,376
+80
87
$267K 0.13%
2,461
+5
88
$264K 0.13%
3,237
-411
89
$262K 0.13%
2,215
-1,128
90
$252K 0.12%
2,160
-276
91
$247K 0.12%
1,345
-22
92
$244K 0.12%
5,382
-44,341
93
$238K 0.12%
6,652
+830
94
$237K 0.12%
2,724
+140
95
$232K 0.11%
2,809
+218
96
$227K 0.11%
5,625
97
$226K 0.11%
1,388
+107
98
$222K 0.11%
1,119
+122
99
$217K 0.11%
2,994
+162
100
$215K 0.11%
16,713
-2,050
2 3
4
5 6