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
$512M
AUM Growth
+$46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$10.5M
3
+$10.2M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$5.81M
5
V icon
Visa
V
+$5.33M

Top Sells

1
+$11.8M
2
+$6.18M
3
+$5.43M
4
OEF icon
iShares S&P 100 ETF
OEF
+$5.34M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$5.03M

Sector Composition

1 Technology 12.56%
2 Financials 2.58%
3 Consumer Discretionary 1.9%
4 Industrials 1.39%
5 Communication Services 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$367K 0.07%
20,895
-3,454
127
$350K 0.07%
1,425
-27
128
$348K 0.07%
3,717
+12
129
$348K 0.07%
1,527
-46
130
$346K 0.07%
1,790
-99
131
$344K 0.07%
3,022
-505
132
$344K 0.07%
+4,483
133
$344K 0.07%
1,115
134
$341K 0.07%
4,820
+44
135
$337K 0.07%
3,588
-583
136
$336K 0.07%
3,800
+23
137
$335K 0.07%
3,438
-121
138
$332K 0.06%
2,100
-1,370
139
$325K 0.06%
1,581
+1,456
140
$321K 0.06%
15,792
+2,280
141
$313K 0.06%
1,000
142
$311K 0.06%
2,118
143
$310K 0.06%
7,364
-95
144
$308K 0.06%
1,888
-22
145
$296K 0.06%
21,180
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146
$291K 0.06%
1,470
147
$291K 0.06%
6,924
-3,014
148
$288K 0.06%
960
-3
149
$284K 0.06%
1,257
+144
150
$282K 0.06%
1,630
4 5
6
7 8