LWM
Liberty Wealth Management Portfolio holdings
AUM
$638M
1-Year Return
13.75%
This Quarter Return
+1.54%
1 Year Return
+13.75%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$2.3M
AUM Growth
-$278M
(-99%)
Cap. Flow
-$214M
Cap. Flow
% of AUM
-9,269.8%
Top 10 Holdings %
Top 10 Hldgs %
77.18%
Holding
1,230
New
3
Increased
16
Reduced
77
Closed
1,127
Top Buys
| 1 |
Schwab U.S Small- Cap ETF
SCHA
|
+$63K |
| 2 |
SentinelOne
S
|
+$1.71K |
| 3 |
Vanguard Emerging Markets Government Bond ETF
VWOB
|
+$310 |
| 4 |
Apple
AAPL
|
+$273 |
| 5 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$272 |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$24.6M |
| 2 |
iShares ESG Aware MSCI USA ETF
ESGU
|
+$17.6M |
| 3 |
iShares MSCI EAFE Value ETF
EFV
|
+$11.2M |
| 4 |
iShares MSCI EAFE Growth ETF
EFG
|
+$11M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$9.11M |
Sector Composition
| 1 | Technology | 1.3% |
| 2 | Consumer Discretionary | 0.53% |
| 3 | Financials | 0.27% |
| 4 | Communication Services | 0.26% |
| 5 | Healthcare | 0.23% |
