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
$142M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,030
New
Increased
Reduced
Closed

Top Buys

1
+$5.07M
2
+$4.96M
3
+$3.26M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.66M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.32M

Top Sells

1
+$3.18M
2
+$3.02M
3
+$2.77M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.98M
5
MBB icon
iShares MBS ETF
MBB
+$1.22M

Sector Composition

1 Technology 16.79%
2 Healthcare 3.2%
3 Communication Services 3.16%
4 Consumer Discretionary 3.13%
5 Financials 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$0 ﹤0.01%
142
+79
977
– –
-1,466
978
– –
-232
979
– –
-135
980
– –
-6
981
– –
-2
982
– –
-1,862
983
$0 ﹤0.01%
37
984
– –
-89
985
$0 ﹤0.01%
11
-60
986
– –
-167
987
– –
-1
988
– –
0
989
$0 ﹤0.01%
3
990
$0 ﹤0.01%
12
991
$0 ﹤0.01%
1
992
$0 ﹤0.01%
2
993
– –
-126
994
– –
-1,409
995
– –
-3,181
996
$0 ﹤0.01%
11
997
– –
-1
998
– –
-238
999
– –
-146
1000
– –
-311
38 39
40
41 42