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
1051
$1K ﹤0.01%
27
-213
1052
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+1
1053
$1K ﹤0.01%
+21
1054
$1K ﹤0.01%
325
+1
1055
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5
1056
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85
+2
1057
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20
1058
$1K ﹤0.01%
8
-159
1059
$1K ﹤0.01%
+9
1060
– –
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1061
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1062
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-2
1063
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-30
1064
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1065
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1066
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-6
1067
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0
1068
$0 ﹤0.01%
14
1069
– –
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1070
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6
1071
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10
1073
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1074
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1075
$0 ﹤0.01%
+12
41 42
43
44 45