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
$257M
AUM Growth
+$52.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,220
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$5.49M
3
+$3.97M
4
IYE icon
iShares US Energy ETF
IYE
+$3.59M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$2.48M

Top Sells

1
+$4.46M
2
+$1.47M
3
+$1.11M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$790K
5
MSFT icon
Microsoft
MSFT
+$623K

Sector Composition

1 Technology 15.7%
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
1001
$1K ﹤0.01%
325
+1
1002
$1K ﹤0.01%
5
1003
$1K ﹤0.01%
85
+2
1004
$1K ﹤0.01%
20
1005
$1K ﹤0.01%
8
-159
1006
$1K ﹤0.01%
+9
1007
$1K ﹤0.01%
+8
1008
$1K ﹤0.01%
+8
1009
$1K ﹤0.01%
+24
1010
$1K ﹤0.01%
15
1011
$1K ﹤0.01%
14
+9
1012
$1K ﹤0.01%
30
+20
1013
$1K ﹤0.01%
133
+1
1014
$1K ﹤0.01%
14
1015
$1K ﹤0.01%
21
-385
1016
$1K ﹤0.01%
16
1017
$1K ﹤0.01%
27
-1
1018
$1K ﹤0.01%
+77
1019
$1K ﹤0.01%
2
-3
1020
$1K ﹤0.01%
+64
1021
$1K ﹤0.01%
5
1022
$1K ﹤0.01%
48
1023
$1K ﹤0.01%
28
1024
$1K ﹤0.01%
12
1025
$1K ﹤0.01%
7
-3
39 40
41
42 43