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
$523M
AUM Growth
-$77.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$5.42M
2
+$5.09M
3
+$4.29M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.2M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.84M

Top Sells

1
+$8.73M
2
+$7.85M
3
+$6.07M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$5.58M
5
MBB icon
iShares MBS ETF
MBB
+$5.18M

Sector Composition

1 Technology 12.7%
2 Consumer Discretionary 2.36%
3 Healthcare 2.03%
4 Communication Services 1.63%
5 Financials 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$698K 0.13%
10,617
-290
77
$691K 0.13%
1,548
+20
78
$672K 0.13%
15,519
-1,688
79
$638K 0.12%
8,908
-87
80
$609K 0.12%
4,595
-71
81
$577K 0.11%
2,793
-197
82
$569K 0.11%
5,538
+2
83
$569K 0.11%
3,796
+30
84
$563K 0.11%
5,384
-491
85
$558K 0.11%
6,352
-127
86
$545K 0.1%
17,680
+4,091
87
$536K 0.1%
10,964
+472
88
$526K 0.1%
1,000
89
$522K 0.1%
18,454
-1,597
90
$511K 0.1%
1,707
+18
91
$495K 0.09%
1,839
-26
92
$472K 0.09%
6,037
+553
93
$463K 0.09%
9,780
+4
94
$462K 0.09%
4,890
-360
95
$460K 0.09%
5,445
+1,608
96
$457K 0.09%
3,577
+2
97
$453K 0.09%
865
+28
98
$441K 0.08%
3,686
+13
99
$429K 0.08%
1,189
+1
100
$405K 0.08%
1,404
-133
2 3
4
5 6