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
$127M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
988
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$1.8M
3
+$1.72M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.62M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.54M

Top Sells

1
+$4.23M
2
+$356K
3
+$312K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$294K
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$236K

Sector Composition

1 Technology 16.58%
2 Energy 4.65%
3 Financials 4.29%
4 Healthcare 3.93%
5 Communication Services 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$208K 0.16%
3,510
+392
102
$203K 0.16%
1,080
+9
103
$201K 0.16%
2,399
+674
104
$195K 0.15%
2,204
+796
105
$191K 0.15%
2,041
+12
106
$190K 0.15%
2,326
+92
107
$190K 0.15%
6,181
108
$189K 0.15%
2,315
-248
109
$188K 0.15%
2,899
+370
110
$188K 0.15%
3,370
+638
111
$179K 0.14%
1,700
112
$176K 0.14%
594
+448
113
$174K 0.14%
1,386
-2,833
114
$174K 0.14%
2,300
+1,494
115
$170K 0.13%
3,347
+950
116
$170K 0.13%
939
+6
117
$167K 0.13%
568
+12
118
$166K 0.13%
3,287
119
$165K 0.13%
982
+331
120
$155K 0.12%
1,134
+22
121
$145K 0.11%
1,559
+304
122
$144K 0.11%
2,412
+4
123
$142K 0.11%
2,961
-200
124
$142K 0.11%
1,084
+606
125
$138K 0.11%
939
+4
3 4
5
6 7