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
$204M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,123
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$3.94M
3
+$1.89M
4
MBB icon
iShares MBS ETF
MBB
+$1.83M
5
MSFT icon
Microsoft
MSFT
+$1.64M

Top Sells

1
+$2.43M
2
+$1.98M
3
+$1.71M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.46M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.42M

Sector Composition

1 Technology 17.98%
2 Consumer Discretionary 4.09%
3 Financials 3.13%
4 Healthcare 3.03%
5 Communication Services 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
– –
-1,583
1077
$0 ﹤0.01%
1
1078
$0 ﹤0.01%
+1
1079
$0 ﹤0.01%
16
1080
$0 ﹤0.01%
1
1081
– –
0
1082
– –
-729
1083
$0 ﹤0.01%
+2
1084
– –
0
1085
$0 ﹤0.01%
+26
1086
$0 ﹤0.01%
+30
1087
$0 ﹤0.01%
+28
1088
– –
0
1089
– –
-1,971
1090
$0 ﹤0.01%
+5
1091
$0 ﹤0.01%
+7
1092
$0 ﹤0.01%
2
1093
$0 ﹤0.01%
5
1094
$0 ﹤0.01%
3
1095
$0 ﹤0.01%
+3
1096
$0 ﹤0.01%
+10
1097
– –
-4,468
1098
$0 ﹤0.01%
12
1099
$0 ﹤0.01%
+2
1100
$0 ﹤0.01%
+2
41 42 43
44
45