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
1051
$1K ﹤0.01%
6
-2
1052
$1K ﹤0.01%
11
1053
$1K ﹤0.01%
+30
1054
$1K ﹤0.01%
20
1055
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26
1056
$1K ﹤0.01%
80
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1057
$1K ﹤0.01%
27
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1058
$1K ﹤0.01%
8
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1059
$1K ﹤0.01%
+9
1060
– –
-12
1061
– –
-415
1062
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1063
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1064
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-2
1065
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-30
1066
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-249
1067
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1068
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-6
1069
– –
0
1070
$0 ﹤0.01%
14
1071
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1072
$0 ﹤0.01%
6
1073
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-4
1074
$0 ﹤0.01%
10
1075
– –
-341
41 42
43
44 45