LWM

Liberty Wealth Management Portfolio holdings

AUM $638M
1-Year Est. Return 13.75%
This Quarter Est. Return
1 Year Est. Return
+13.75%
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
+$4.46M
2
+$4.24M
3
+$2.07M
4
MBB icon
iShares MBS ETF
MBB
+$1.83M
5
MSFT icon
Microsoft
MSFT
+$1.83M

Top Sells

1
+$2.61M
2
+$2.01M
3
+$1.84M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.76M
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
1101
$0 ﹤0.01%
+3
1102
$0 ﹤0.01%
10
-17
1103
$0 ﹤0.01%
+3
1104
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-519
1105
– –
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1106
$0 ﹤0.01%
+4
1107
– –
-294
1108
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-65
1109
– –
0
1110
$0 ﹤0.01%
+19
1111
$0 ﹤0.01%
50
1112
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1113
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1114
$0 ﹤0.01%
3
1115
$0 ﹤0.01%
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1116
$0 ﹤0.01%
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1117
$0 ﹤0.01%
27
1118
$0 ﹤0.01%
31
+1
1119
– –
-79
1120
$0 ﹤0.01%
12
+1
1121
– –
-1,403
1122
– –
-2
1123
$0 ﹤0.01%
+2
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