LWM

Liberty Wealth Management Portfolio holdings

AUM $800M
1-Year Est. Return 20.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.44%
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
1051
$1K ﹤0.01%
+9
1052
$1K ﹤0.01%
11
1053
$1K ﹤0.01%
14
1054
$1K ﹤0.01%
59
-60
1055
$1K ﹤0.01%
21
-11
1056
$1K ﹤0.01%
50
-315
1057
$1K ﹤0.01%
27
1058
$1K ﹤0.01%
+6
1059
$1K ﹤0.01%
52
1060
– –
-355
1061
– –
-4
1062
– –
-19
1063
$0 ﹤0.01%
+10
1064
– –
-1,525
1065
$0 ﹤0.01%
+2
1066
$0 ﹤0.01%
+7
1067
– –
-705
1068
– –
-2
1069
– –
-300
1070
$0 ﹤0.01%
+10
1071
– –
-45
1072
– –
-678
1073
– –
-2
1074
– –
-4
1075
– –
0
41 42
43
44 45