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
$277M
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$38.6M
2
+$20.9M
3
+$13.6M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$12.3M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$9.57M

Top Sells

1
+$781K
2
+$601K
3
+$203K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$165K
5
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$159K

Sector Composition

1 Technology 10.7%
2 Consumer Discretionary 3.46%
3 Financials 2.24%
4 Communication Services 2.05%
5 Healthcare 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$517K 0.19%
3,795
+497
77
$508K 0.18%
+3,901
78
$504K 0.18%
10,245
+677
79
$501K 0.18%
2,074
+244
80
$490K 0.18%
+6,506
81
$482K 0.17%
9,466
+669
82
$480K 0.17%
5,277
-195
83
$473K 0.17%
5,771
-94
84
$473K 0.17%
2,829
+22
85
$471K 0.17%
2,662
+546
86
$459K 0.17%
8,246
+407
87
$444K 0.16%
6,353
+4
88
$443K 0.16%
+2,850
89
$414K 0.15%
9,000
90
$408K 0.15%
709
-353
91
$385K 0.14%
7,455
+408
92
$383K 0.14%
+4,616
93
$383K 0.14%
+1,379
94
$383K 0.14%
6,183
-388
95
$381K 0.14%
3,908
+3,598
96
$375K 0.14%
+2,230
97
$357K 0.13%
3,023
-157
98
$342K 0.12%
+2,154
99
$341K 0.12%
4,674
+54
100
$341K 0.12%
+8,903
2 3
4
5 6