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
101
$215K 0.11%
5,674
+22
102
$212K 0.1%
1,046
-89
103
$212K 0.1%
2,371
+91
104
$212K 0.1%
636
-236
105
$208K 0.1%
4,651
+1,342
106
$199K 0.1%
4,028
107
$197K 0.1%
654
-35
108
$197K 0.1%
1,697
-305
109
$195K 0.1%
3,180
-209
110
$190K 0.09%
2,530
+2
111
$184K 0.09%
756
112
$183K 0.09%
2,507
-534
113
$181K 0.09%
1,322
-175
114
$180K 0.09%
4,210
+1,133
115
$179K 0.09%
510
-26
116
$179K 0.09%
1,294
-266
117
$177K 0.09%
2,736
-796
118
$176K 0.09%
1,891
+257
119
$174K 0.09%
3,481
-171
120
$174K 0.09%
2,202
+910
121
$172K 0.08%
1,356
+5
122
$171K 0.08%
7,741
+30
123
$170K 0.08%
2,623
+491
124
$169K 0.08%
2,502
+2
125
$169K 0.08%
12,800
+1,640
3 4
5
6 7