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
$204M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,123
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$4.24M
3
+$2.07M
4
MBB icon
iShares MBS ETF
MBB
+$1.83M
5
MSFT icon
Microsoft
MSFT
+$1.83M

Top Sells

1
+$2.61M
2
+$2.01M
3
+$1.84M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.76M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.42M

Sector Composition

1 Technology 17.98%
2 Consumer Discretionary 4.09%
3 Financials 3.13%
4 Healthcare 3.03%
5 Communication Services 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$169K 0.08%
2,513
-99
127
$165K 0.08%
1,030
+31
128
$164K 0.08%
681
129
$164K 0.08%
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130
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2,396
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131
$158K 0.08%
1,723
+140
132
$154K 0.08%
888
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133
$151K 0.07%
7,665
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134
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873
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135
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3,100
-1,460
136
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137
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1,232
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138
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511
139
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7,218
-17,567
140
$139K 0.07%
1,311
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141
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142
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951
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144
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146
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1,256
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147
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1,419
+1
148
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2,432
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149
$130K 0.06%
2,406
+118
150
$129K 0.06%
1,348
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