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
$277M
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1 +$38.6M
2 +$20.9M
3 +$13.6M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$12.3M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$9.57M

Sector Composition

1 Technology 10.7%
2 Consumer Discretionary 3.46%
3 Financials 2.24%
4 Communication Services 2.05%
5 Healthcare 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$238K 0.09%
+1,300
127
$235K 0.08%
681
128
$233K 0.08%
+4,028
129
$230K 0.08%
+2,760
130
$229K 0.08%
+1,129
131
$227K 0.08%
+655
132
$225K 0.08%
+487
133
$225K 0.08%
5,385
+14
134
$222K 0.08%
+1,988
135
$221K 0.08%
+1,331
136
$221K 0.08%
+2,765
137
$219K 0.08%
+2,539
138
$213K 0.08%
1,321
+5
139
$210K 0.08%
+7,148
140
$209K 0.08%
+966
141
$209K 0.08%
+1,735
142
$209K 0.08%
2,096
-398
143
$209K 0.08%
+2,111
144
$208K 0.08%
+3,328
145
$208K 0.08%
+1,155
146
$208K 0.08%
+3,630
147
$207K 0.07%
+1,484
148
$206K 0.07%
+2,061
149
$205K 0.07%
873
-408
150
$204K 0.07%
+2,428