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
$523M
AUM Growth
-$77.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$5.42M
2
+$5.09M
3
+$4.29M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.2M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.84M

Top Sells

1
+$8.73M
2
+$7.85M
3
+$6.07M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$5.58M
5
MBB icon
iShares MBS ETF
MBB
+$5.18M

Sector Composition

1 Technology 12.7%
2 Consumer Discretionary 2.36%
3 Healthcare 2.03%
4 Communication Services 1.63%
5 Financials 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$401K 0.08%
1,698
+1
102
$400K 0.08%
4,080
-51
103
$376K 0.07%
689
-28
104
$375K 0.07%
1,201
+27
105
$368K 0.07%
7,391
+5
106
$359K 0.07%
3,888
+27
107
$352K 0.07%
+7,113
108
$352K 0.07%
1,008
+2
109
$350K 0.07%
2,049
-11
110
$347K 0.07%
1,676
-332
111
$338K 0.06%
4,728
+7
112
$336K 0.06%
2,119
-174
113
$333K 0.06%
7,888
-622
114
$330K 0.06%
3,781
+14
115
$326K 0.06%
4,448
-308
116
$326K 0.06%
4,252
+199
117
$309K 0.06%
+5,006
118
$307K 0.06%
929
+35
119
$306K 0.06%
907
+19
120
$299K 0.06%
26,171
+1,750
121
$294K 0.06%
13,671
-18,493
122
$293K 0.06%
2,661
-469
123
$277K 0.05%
2,169
+15
124
$273K 0.05%
9,527
+552
125
$266K 0.05%
+5,362
3 4
5
6 7