LWM

Liberty Wealth Management Portfolio holdings

AUM $775M
1-Year Est. Return 18.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$257M
AUM Growth
+$52.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,220
New
Increased
Reduced
Closed

Top Buys

1
+$6.34M
2
+$5.35M
3
+$3.99M
4
IYE icon
iShares US Energy ETF
IYE
+$3.44M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$2.47M

Top Sells

1
+$4.37M
2
+$1.44M
3
+$1.06M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$775K
5
MSFT icon
Microsoft
MSFT
+$585K

Sector Composition

1 Technology 15.69%
2 Consumer Discretionary 3.61%
3 Financials 3.17%
4 Healthcare 2.56%
5 Communication Services 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$1K ﹤0.01%
23
+1
977
$1K ﹤0.01%
57
-21
978
$1K ﹤0.01%
5
979
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36
980
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28
981
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+25
982
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58
+2
983
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+36
984
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+27
985
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102
-82
986
$1K ﹤0.01%
+33
987
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+9
988
$1K ﹤0.01%
+26
989
$1K ﹤0.01%
15
990
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14
+9
991
$1K ﹤0.01%
30
+20
992
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133
+1
993
$1K ﹤0.01%
14
994
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21
-385
995
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16
996
$1K ﹤0.01%
27
-1
997
$1K ﹤0.01%
+80
998
$1K ﹤0.01%
+77
999
$1K ﹤0.01%
2
-3
1000
$1K ﹤0.01%
+64
38 39
40
41 42