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
$247M
AUM Growth
-$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$2.85M
2
+$2.84M
3
+$2.52M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$2.45M
5
HDV icon
iShares Core High Dividend ETF
HDV
+$2.4M

Top Sells

1
+$2.83M
2
+$2.8M
3
+$2.13M
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$1.89M
5
IYE icon
iShares US Energy ETF
IYE
+$1.85M

Sector Composition

1 Technology 9.42%
2 Consumer Discretionary 3.2%
3 Financials 2.14%
4 Communication Services 1.96%
5 Healthcare 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$566K 0.23%
6,212
+441
77
$554K 0.22%
2,020
+91
78
$540K 0.22%
7,136
-31
79
$514K 0.21%
2,116
+42
80
$511K 0.21%
2,159
+780
81
$498K 0.2%
9,822
+356
82
$492K 0.2%
2,773
+111
83
$491K 0.2%
12,548
+228
84
$476K 0.19%
4,046
+145
85
$473K 0.19%
2,840
+11
86
$453K 0.18%
5,735
-771
87
$438K 0.18%
3,890
+95
88
$423K 0.17%
6,776
-358
89
$403K 0.16%
5,277
90
$400K 0.16%
3,914
+13
91
$393K 0.16%
1,043
-136
92
$390K 0.16%
9,000
93
$390K 0.16%
6,238
+55
94
$385K 0.16%
10,309
+64
95
$375K 0.15%
8,797
+551
96
$375K 0.15%
5,932
-421
97
$367K 0.15%
2,671
-179
98
$364K 0.15%
709
+52
99
$363K 0.15%
23,980
+1,410
100
$356K 0.14%
1,098
+206
2 3
4
5 6