LWM
Liberty Wealth Management Portfolio holdings
AUM
$638M
1-Year Return
13.75%
This Quarter Return
-14.04%
1 Year Return
+13.75%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$247M
AUM Growth
-$30.6M
(-11%)
Cap. Flow
+$6.2M
Cap. Flow
% of AUM
2.52%
Top 10 Holdings %
Top 10 Hldgs %
50.25%
Holding
173
New
15
Increased
78
Reduced
47
Closed
24
Top Buys
Top Sells
| 1 |
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
|
$2.83M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$2.8M |
| 3 |
iShares MSCI USA Value Factor ETF
VLUE
|
$2.13M |
| 4 |
iShares ESG Aware MSCI EM ETF
ESGE
|
$1.89M |
| 5 |
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% |
