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
$247M
AUM Growth
-$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$2.85M
2
+$2.84M
3
+$2.52M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$2.45M
5
HDV icon
iShares Core High Dividend ETF
HDV
+$2.4M

Top Sells

1
+$2.83M
2
+$2.8M
3
+$2.13M
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$1.89M
5
IYE icon
iShares US Energy ETF
IYE
+$1.85M

Sector Composition

1 Technology 9.42%
2 Consumer Discretionary 3.2%
3 Financials 2.14%
4 Communication Services 1.96%
5 Healthcare 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$354K 0.14%
738
+29
102
$343K 0.14%
4,010
+123
103
$334K 0.14%
4,337
-337
104
$329K 0.13%
3,866
-42
105
$329K 0.13%
3,030
+7
106
$302K 0.12%
5,766
-1,689
107
$283K 0.11%
1,684
+529
108
$282K 0.11%
2,142
+1,269
109
$279K 0.11%
14,695
+852
110
$276K 0.11%
2,183
111
$274K 0.11%
2,156
+2
112
$273K 0.11%
3,636
+22
113
$272K 0.11%
+4,360
114
$269K 0.11%
1,876
+8
115
$266K 0.11%
1,947
+696
116
$260K 0.11%
4,323
+34
117
$256K 0.1%
4,920
+420
118
$255K 0.1%
1,197
+75
119
$250K 0.1%
3,232
-77
120
$249K 0.1%
6,098
+49
121
$245K 0.1%
3,596
+15
122
$245K 0.1%
1,445
-98
123
$245K 0.1%
1,405
+2
124
$243K 0.1%
5,299
-73
125
$240K 0.1%
856
-18
3 4
5
6 7