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
$277M
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$38.6M
2
+$20.9M
3
+$13.6M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$12.3M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$9.57M

Top Sells

1
+$781K
2
+$601K
3
+$203K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$165K
5
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$159K

Sector Composition

1 Technology 10.7%
2 Consumer Discretionary 3.46%
3 Financials 2.24%
4 Communication Services 2.05%
5 Healthcare 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$333K 0.12%
657
-87
102
$327K 0.12%
+4,289
103
$322K 0.12%
3,887
-88
104
$317K 0.11%
1,543
+30
105
$317K 0.11%
874
-121
106
$309K 0.11%
+3,614
107
$306K 0.11%
1,122
-17
108
$303K 0.11%
+1,868
109
$302K 0.11%
2,183
110
$297K 0.11%
+13,843
111
$290K 0.1%
+4,500
112
$285K 0.1%
+3,581
113
$285K 0.1%
+5,372
114
$283K 0.1%
1,403
+2
115
$281K 0.1%
+15,843
116
$280K 0.1%
+5,286
117
$278K 0.1%
3,285
-98
118
$276K 0.1%
+4,532
119
$264K 0.1%
+3,309
120
$255K 0.09%
+6,049
121
$255K 0.09%
892
+2
122
$250K 0.09%
1,178
+2
123
$243K 0.09%
2,871
+196
124
$239K 0.09%
1,251
+89
125
$238K 0.09%
3,429
+3,405
3 4
5
6 7