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
1026
$1K ﹤0.01%
+6
1027
$1K ﹤0.01%
23
1028
$1K ﹤0.01%
+26
1029
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18
1030
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+66
1031
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144
-340
1032
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41
1033
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113
-63
1034
$1K ﹤0.01%
+34
1035
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1036
$1K ﹤0.01%
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1037
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15
1038
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+2
1039
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1040
$1K ﹤0.01%
50
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1041
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1042
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32
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1045
$1K ﹤0.01%
6
-2
1046
$1K ﹤0.01%
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1047
$1K ﹤0.01%
+30
1048
$1K ﹤0.01%
20
1049
$1K ﹤0.01%
26
1050
$1K ﹤0.01%
80
-29
40 41
42
43 44