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
$375M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$37.7M
2
+$22.5M
3
+$21.2M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$19.5M
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$8.6M

Top Sells

1
+$2.45M
2
+$1.27M
3
+$1.16M
4
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$756K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$742K

Sector Composition

1 Technology 6.45%
2 Consumer Discretionary 2.39%
3 Financials 1.51%
4 Healthcare 1.22%
5 Communication Services 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$590K 0.16%
19,558
+62
77
$583K 0.16%
14,216
-3,327
78
$571K 0.15%
2,071
+51
79
$536K 0.14%
6,227
+15
80
$517K 0.14%
7,272
+136
81
$513K 0.14%
12,163
-516
82
$507K 0.14%
6,787
+1,052
83
$507K 0.14%
12,625
+77
84
$501K 0.13%
2,223
+107
85
$497K 0.13%
4,187
+59
86
$486K 0.13%
2,981
+141
87
$479K 0.13%
7,566
-855
88
$479K 0.13%
4,585
+695
89
$473K 0.13%
4,046
90
$473K 0.13%
30,891
+1,436
91
$462K 0.12%
2,656
+514
92
$453K 0.12%
2,775
+2
93
$453K 0.12%
5,377
+100
94
$380K 0.1%
10,017
+195
95
$374K 0.1%
9,366
+569
96
$354K 0.09%
1,097
-1
97
$350K 0.09%
6,263
+25
98
$345K 0.09%
9,048
+48
99
$342K 0.09%
2,664
-7
100
$341K 0.09%
4,300
+434
2 3
4
5 6