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
$546M
AUM Growth
+$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$36.6M
2
+$19M
3
+$16.5M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$16.1M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$13.5M

Top Sells

1
+$457K
2
+$428K
3
+$356K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$301K
5
GE icon
GE Aerospace
GE
+$239K

Sector Composition

1 Technology 14.25%
2 Financials 2.41%
3 Healthcare 2.04%
4 Consumer Discretionary 1.91%
5 Communication Services 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$907K 0.17%
51,376
+46,982
77
$907K 0.17%
1,883
78
$890K 0.16%
3,564
-84
79
$863K 0.16%
15,946
+1,597
80
$857K 0.16%
79,960
+76,030
81
$844K 0.15%
412,173
+405,288
82
$838K 0.15%
29,780
+25,078
83
$816K 0.15%
572,645
+571,615
84
$793K 0.15%
27,962
+26,422
85
$791K 0.15%
11,562
+9,141
86
$764K 0.14%
36,363
-16,949
87
$736K 0.13%
32,291
+15,576
88
$729K 0.13%
13,213
+11,713
89
$722K 0.13%
12,150
+282
90
$719K 0.13%
16,163
+14,106
91
$711K 0.13%
33,780
92
$708K 0.13%
5,937
-2,526
93
$701K 0.13%
16,885
+9,918
94
$687K 0.13%
16,572
+195
95
$684K 0.13%
2,866
+7
96
$683K 0.13%
27,597
+19,092
97
$643K 0.12%
8,203
+97
98
$641K 0.12%
7,655
+206
99
$640K 0.12%
16,300
-11,650
100
$638K 0.12%
9,964
+1,471
2 3
4
5 6