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
$142M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,030
New
Increased
Reduced
Closed

Top Buys

1
+$5.07M
2
+$4.96M
3
+$3.26M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.66M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.32M

Top Sells

1
+$3.18M
2
+$3.02M
3
+$2.77M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.98M
5
MBB icon
iShares MBS ETF
MBB
+$1.22M

Sector Composition

1 Technology 16.79%
2 Healthcare 3.2%
3 Communication Services 3.16%
4 Consumer Discretionary 3.13%
5 Financials 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$168K 0.12%
1,496
-299
102
$166K 0.12%
549
+7
103
$166K 0.12%
3,383
+5
104
$165K 0.12%
974
+29
105
$164K 0.12%
2,802
+492
106
$160K 0.11%
4,500
+325
107
$156K 0.11%
681
-680
108
$156K 0.11%
3,491
+200
109
$153K 0.11%
1,751
+111
110
$148K 0.1%
500
111
$145K 0.1%
1,227
+2
112
$145K 0.1%
756
-560
113
$145K 0.1%
15,320
-1,120
114
$142K 0.1%
2,528
+116
115
$142K 0.1%
1,120
+46
116
$140K 0.1%
1,735
+32
117
$138K 0.1%
2,539
+157
118
$137K 0.1%
511
-98
119
$135K 0.1%
826
+1
120
$134K 0.09%
999
+17
121
$131K 0.09%
957
+61
122
$128K 0.09%
1,154
-10,995
123
$127K 0.09%
1,334
-122
124
$124K 0.09%
339
+85
125
$124K 0.09%
5,356
-345
3 4
5
6 7