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
$375M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$37.7M
2
+$22.5M
3
+$21.2M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$19.5M
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$8.6M

Top Sells

1
+$2.45M
2
+$1.27M
3
+$1.16M
4
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$756K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$742K

Sector Composition

1 Technology 6.45%
2 Consumer Discretionary 2.39%
3 Financials 1.51%
4 Healthcare 1.22%
5 Communication Services 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$334K 0.09%
4,020
+106
102
$333K 0.09%
5,932
103
$321K 0.09%
5,741
-1,035
104
$318K 0.08%
3,653
-357
105
$316K 0.08%
26,110
+2,130
106
$304K 0.08%
3,142
+112
107
$297K 0.08%
7,075
+1,766
108
$295K 0.08%
1,404
-755
109
$295K 0.08%
2,485
+329
110
$285K 0.08%
+1,002
111
$283K 0.08%
14,856
+161
112
$283K 0.08%
4,968
+48
113
$281K 0.07%
1,275
+309
114
$278K 0.07%
1,040
+184
115
$277K 0.07%
2,054
+178
116
$276K 0.07%
3,891
-446
117
$271K 0.07%
2,183
118
$265K 0.07%
563
-175
119
$265K 0.07%
10,300
-9
120
$264K 0.07%
1,408
+3
121
$257K 0.07%
5,894
+128
122
$257K 0.07%
719
-324
123
$255K 0.07%
3,660
+24
124
$253K 0.07%
1,467
+22
125
$251K 0.07%
4,360
3 4
5
6 7