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
$257M
AUM Growth
+$52.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,220
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$5.49M
3
+$3.97M
4
IYE icon
iShares US Energy ETF
IYE
+$3.59M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$2.48M

Top Sells

1
+$4.46M
2
+$1.47M
3
+$1.11M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$790K
5
MSFT icon
Microsoft
MSFT
+$623K

Sector Composition

1 Technology 15.7%
2 Consumer Discretionary 3.61%
3 Financials 3.17%
4 Healthcare 2.56%
5 Communication Services 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$212K 0.08%
+3,279
127
$212K 0.08%
+3,078
128
$210K 0.08%
4,028
129
$205K 0.08%
2,532
+2
130
$205K 0.08%
756
131
$204K 0.08%
681
132
$201K 0.08%
1,048
+18
133
$201K 0.08%
1,365
+9
134
$201K 0.08%
3,060
-120
135
$199K 0.08%
2,742
+6
136
$198K 0.08%
3,680
+580
137
$197K 0.08%
1,918
-284
138
$197K 0.08%
1,332
+597
139
$194K 0.08%
2,271
-125
140
$193K 0.08%
2,549
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141
$190K 0.07%
1,920
+29
142
$188K 0.07%
3,723
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143
$188K 0.07%
7,130
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144
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1,007
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145
$184K 0.07%
1,661
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146
$182K 0.07%
7,872
-4,628
147
$178K 0.07%
12,302
-4,411
148
$177K 0.07%
511
149
$174K 0.07%
+4,427
150
$173K 0.07%
3,026
-455
4 5
6
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