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
$247M
AUM Growth
-$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$2.85M
2
+$2.84M
3
+$2.52M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$2.45M
5
HDV icon
iShares Core High Dividend ETF
HDV
+$2.4M

Top Sells

1
+$2.83M
2
+$2.8M
3
+$2.13M
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$1.89M
5
IYE icon
iShares US Energy ETF
IYE
+$1.85M

Sector Composition

1 Technology 9.42%
2 Consumer Discretionary 3.2%
3 Financials 2.14%
4 Communication Services 1.96%
5 Healthcare 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$235K 0.1%
3,038
-247
127
$235K 0.1%
5,309
+23
128
$233K 0.09%
7,429
-1,474
129
$222K 0.09%
2,784
-87
130
$217K 0.09%
4,062
+34
131
$213K 0.09%
5,389
+4
132
$212K 0.09%
2,109
+13
133
$209K 0.08%
1,202
+73
134
$207K 0.08%
966
135
$205K 0.08%
1,912
-76
136
$203K 0.08%
661
+6
137
$202K 0.08%
+3,929
138
$202K 0.08%
7,148
139
$201K 0.08%
+6,138
140
$201K 0.08%
2,099
-12
141
$181K 0.07%
+11,116
142
$173K 0.07%
+52,269
143
$159K 0.06%
15,286
144
$139K 0.06%
12,791
+280
145
$132K 0.05%
12,396
146
$121K 0.05%
+10,913
147
$86K 0.03%
5,861
+150
148
$82K 0.03%
+2,000
149
$72K 0.03%
1,275
150
– –
-1,522
3 4 5
6
7