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
$402M
AUM Growth
-$2.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$4.57M
3
+$3.64M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.43M
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$2.92M

Top Sells

1
+$3.41M
2
+$3.09M
3
+$2.61M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$2.36M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.15M

Sector Composition

1 Technology 12.35%
2 Consumer Discretionary 2.44%
3 Financials 1.65%
4 Communication Services 1.22%
5 Energy 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$311K 0.08%
3,158
-23,945
127
$308K 0.08%
9,507
-1,160
128
$307K 0.08%
7,931
-707
129
$305K 0.08%
6,370
-390
130
$305K 0.08%
1,778
-11
131
$304K 0.08%
8,236
-1,799
132
$297K 0.07%
1,460
+178
133
$290K 0.07%
1,395
-122
134
$290K 0.07%
2,842
+42
135
$287K 0.07%
3,687
+17
136
$283K 0.07%
1,110
137
$279K 0.07%
1,871
+4
138
$277K 0.07%
8,383
+521
139
$276K 0.07%
3,755
+22
140
$271K 0.07%
4,749
+914
141
$268K 0.07%
3,807
-766
142
$261K 0.07%
2,310
+203
143
$261K 0.07%
15,720
+141
144
$250K 0.06%
5,861
+152
145
$245K 0.06%
+4,662
146
$244K 0.06%
1,220
-20
147
$244K 0.06%
7,352
-470
148
$242K 0.06%
2,175
149
$240K 0.06%
3,322
-108
150
$240K 0.06%
3,196
-284
4 5
6
7 8