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
$127M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
988
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$1.8M
3
+$1.72M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.62M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.54M

Top Sells

1
+$4.23M
2
+$356K
3
+$312K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$294K
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$236K

Sector Composition

1 Technology 16.58%
2 Energy 4.65%
3 Financials 4.29%
4 Healthcare 3.93%
5 Communication Services 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$137K 0.11%
1,069
-17
127
$136K 0.11%
1,200
+13
128
$133K 0.1%
1,464
+26
129
$131K 0.1%
500
130
$131K 0.1%
1,049
+177
131
$131K 0.1%
2,031
-542
132
$130K 0.1%
1,459
+1,042
133
$128K 0.1%
718
+194
134
$127K 0.1%
645
-31
135
$126K 0.1%
+3,113
136
$125K 0.1%
2,243
+23
137
$124K 0.1%
1,481
-1,611
138
$123K 0.1%
2,317
-154
139
$122K 0.1%
1,395
+27
140
$122K 0.1%
9,005
+15
141
$121K 0.1%
2,059
+19
142
$121K 0.1%
917
+15
143
$120K 0.09%
823
+5
144
$118K 0.09%
+3,538
145
$116K 0.09%
788
-6
146
$115K 0.09%
5,014
+116
147
$114K 0.09%
383
+9
148
$114K 0.09%
750
+70
149
$111K 0.09%
630
+22
150
$109K 0.09%
1,163
+409
4 5
6
7 8