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
1026
$1K ﹤0.01%
11
1027
$1K ﹤0.01%
5
1028
$1K ﹤0.01%
11
1029
$1K ﹤0.01%
26
1030
$1K ﹤0.01%
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1031
$1K ﹤0.01%
20
-10
1032
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1033
$1K ﹤0.01%
25
-15
1034
$1K ﹤0.01%
+26
1035
$1K ﹤0.01%
74
+1
1036
$1K ﹤0.01%
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1037
$1K ﹤0.01%
4
-24
1038
$1K ﹤0.01%
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1039
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52
1040
$1K ﹤0.01%
+34
1041
$1K ﹤0.01%
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1042
$1K ﹤0.01%
9
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1043
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1044
$1K ﹤0.01%
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1045
$1K ﹤0.01%
+5
1046
$1K ﹤0.01%
+6
1047
$1K ﹤0.01%
23
1048
$1K ﹤0.01%
+26
1049
$1K ﹤0.01%
18
1050
$1K ﹤0.01%
27
40 41
42
43 44