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
$375M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$37.7M
2
+$22.5M
3
+$21.2M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$19.5M
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$8.6M

Top Sells

1
+$2.45M
2
+$1.27M
3
+$1.16M
4
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$756K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$742K

Sector Composition

1 Technology 6.45%
2 Consumer Discretionary 2.39%
3 Financials 1.51%
4 Healthcare 1.22%
5 Communication Services 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$251K 0.07%
1,288
+91
127
$249K 0.07%
3,396
+164
128
$249K 0.07%
4,308
-15
129
$248K 0.07%
3,170
+132
130
$245K 0.07%
8,101
+672
131
$243K 0.06%
+3,240
132
$239K 0.06%
3,615
+19
133
$231K 0.06%
1,499
-185
134
$231K 0.06%
5,739
+440
135
$228K 0.06%
1,885
-62
136
$224K 0.06%
+927
137
$215K 0.06%
+2,594
138
$213K 0.06%
6,152
+54
139
$209K 0.06%
1,234
+32
140
$203K 0.05%
7,139
-9
141
$202K 0.05%
5,410
+21
142
$176K 0.05%
2,667
+667
143
$141K 0.04%
15,286
144
$140K 0.04%
12,397
+1
145
$121K 0.03%
12,994
+203
146
$114K 0.03%
10,186
-727
147
$97K 0.03%
35,021
-17,248
148
$77K 0.02%
6,044
+183
149
$61K 0.02%
1,275
150
– –
-2,784
3 4 5
6
7