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
$466M
AUM Growth
+$64.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$6.02M
3
+$5.75M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$4.96M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$2.95M

Top Sells

1
+$2.15B
2
+$651M
3
+$315M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$188M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$163M

Sector Composition

1 Technology 12.61%
2 Consumer Discretionary 2.26%
3 Financials 1.39%
4 Communication Services 1.19%
5 Healthcare 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$463K 0.1%
3,661
-4,585
102
$455K 0.1%
4,080
-1,520
103
$453K 0.1%
4,171
-8
104
$443K 0.1%
7,517
+384
105
$439K 0.09%
9,803
-4
106
$431K 0.09%
2,477
-20
107
$428K 0.09%
4,458
-205
108
$428K 0.09%
359
-9,167
109
$412K 0.09%
4,124
+40
110
$409K 0.09%
24,349
+3,265
111
$400K 0.09%
76
-2,251
112
$393K 0.08%
921
+64
113
$393K 0.08%
3,602
-1,211
114
$392K 0.08%
1,226
+86
115
$389K 0.08%
3,589
-2,356
116
$389K 0.08%
1,283
-17
117
$388K 0.08%
3,527
+90
118
$381K 0.08%
9,713
+5,051
119
$364K 0.08%
8,418
+35
120
$363K 0.08%
5,932
121
$359K 0.08%
+930
122
$357K 0.08%
1,452
-8
123
$352K 0.08%
934
+1
124
$351K 0.08%
125
-1,653
125
$333K 0.07%
3,705
+18
3 4
5
6 7