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
1101
$0 ﹤0.01%
+1
1102
$0 ﹤0.01%
2
1103
– –
-3
1104
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-1,085
1105
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1106
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1107
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1108
$0 ﹤0.01%
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1109
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2
1110
$0 ﹤0.01%
+2
1111
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1112
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1113
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-9
1114
– –
-1,012
1115
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-364
1116
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1117
– –
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1118
$0 ﹤0.01%
20
1119
– –
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1120
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0
1121
– –
-95
1122
$0 ﹤0.01%
+10
1123
$0 ﹤0.01%
+7
1124
– –
-25
1125
– –
-8
43 44
45
46 47