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
101
$281K 0.11%
1,172
-204
102
$275K 0.11%
1,677
-20
103
$275K 0.11%
3,567
+3,467
104
$275K 0.11%
686
+50
105
$273K 0.11%
1,407
+19
106
$273K 0.11%
15,726
+5,034
107
$270K 0.11%
3,005
+1,282
108
$270K 0.11%
4,275
-376
109
$269K 0.1%
+3,543
110
$263K 0.1%
5,235
+3,897
111
$243K 0.09%
2,961
+152
112
$239K 0.09%
3,261
+24
113
$234K 0.09%
1,065
-54
114
$233K 0.09%
1,549
+1,008
115
$232K 0.09%
951
+440
116
$232K 0.09%
9,945
+8,917
117
$227K 0.09%
960
+306
118
$227K 0.09%
2,486
+115
119
$223K 0.09%
564
+54
120
$223K 0.09%
2,597
+84
121
$222K 0.09%
5,650
-24
122
$221K 0.09%
3,009
+15
123
$218K 0.08%
1,374
+52
124
$218K 0.08%
10,960
-1,840
125
$214K 0.08%
931
-115
3 4
5
6 7