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
$402M
AUM Growth
-$2.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$4.57M
3
+$3.64M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.43M
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$2.92M

Top Sells

1
+$3.41M
2
+$3.09M
3
+$2.61M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$2.36M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.15M

Sector Composition

1 Technology 12.35%
2 Consumer Discretionary 2.44%
3 Financials 1.65%
4 Communication Services 1.22%
5 Energy 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$426K 0.11%
4,663
-191
102
$414K 0.1%
8,246
+657
103
$406K 0.1%
5,477
+11
104
$400K 0.1%
4,179
-142
105
$399K 0.1%
7,133
+31
106
$392K 0.1%
9,807
+4
107
$389K 0.1%
689
-108
108
$388K 0.1%
10,917
-48
109
$384K 0.1%
2,497
-110
110
$374K 0.09%
9,526
-1,101
111
$365K 0.09%
+3,913
112
$362K 0.09%
2,327
-331
113
$358K 0.09%
1,867
-445
114
$346K 0.09%
6,489
-118
115
$346K 0.09%
1,300
116
$340K 0.08%
7,175
-969
117
$339K 0.08%
857
-4
118
$338K 0.08%
5,932
119
$333K 0.08%
3,437
+9
120
$321K 0.08%
10,594
+44
121
$317K 0.08%
21,084
-6,479
122
$314K 0.08%
4,708
+932
123
$312K 0.08%
933
+294
124
$312K 0.08%
5,770
+1,010
125
$311K 0.08%
1,140
-32
3 4
5
6 7