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
76
$459K 0.18%
3,414
-33,179
77
$433K 0.17%
2,787
-193
78
$430K 0.17%
2,897
+24
79
$415K 0.16%
6,203
-674
80
$406K 0.16%
5,429
-5,253
81
$406K 0.16%
7,482
+660
82
$399K 0.16%
9,000
+3
83
$385K 0.15%
4,368
-242
84
$379K 0.15%
6,343
+116
85
$374K 0.15%
6,553
+245
86
$374K 0.15%
2,270
-11
87
$355K 0.14%
3,063
+41
88
$351K 0.14%
6,701
+228
89
$335K 0.13%
2,030
-130
90
$328K 0.13%
1,275
+8
91
$327K 0.13%
2,555
+2,321
92
$323K 0.13%
3,758
+1,034
93
$321K 0.12%
2,462
+1
94
$317K 0.12%
1,311
-34
95
$309K 0.12%
1,322
-2
96
$308K 0.12%
18,281
+17,781
97
$307K 0.12%
7,843
+1,191
98
$288K 0.11%
5,048
+838
99
$287K 0.11%
5,600
-25
100
$286K 0.11%
1,850
+556
2 3
4
5 6