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
$546M
AUM Growth
+$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$36.6M
2
+$19M
3
+$16.5M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$16.1M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$13.5M

Top Sells

1
+$457K
2
+$428K
3
+$356K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$301K
5
GE icon
GE Aerospace
GE
+$239K

Sector Composition

1 Technology 14.25%
2 Financials 2.41%
3 Healthcare 2.04%
4 Consumer Discretionary 1.91%
5 Communication Services 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$398K 0.07%
8,171
+480
127
$397K 0.07%
27,470
+6,575
128
$378K 0.07%
4,168
+2,641
129
$376K 0.07%
2,067
+277
130
$372K 0.07%
2,312
+239
131
$365K 0.07%
+2,101
132
$363K 0.07%
26,701
+14,365
133
$362K 0.07%
7,909
+6,484
134
$360K 0.07%
+39,020
135
$353K 0.06%
14,346
+10,908
136
$348K 0.06%
207,432
+191,640
137
$346K 0.06%
20,394
+19,222
138
$346K 0.06%
54,238
+49,753
139
$343K 0.06%
+8,092
140
$339K 0.06%
8,528
+225
141
$336K 0.06%
1,470
142
$335K 0.06%
3,735
+18
143
$335K 0.06%
4,362
-121
144
$332K 0.06%
+1,112
145
$331K 0.06%
1,539
-42
146
$330K 0.06%
185,446
+178,081
147
$326K 0.06%
1,320
+63
148
$324K 0.06%
+3,756
149
$323K 0.06%
4,769
-51
150
$319K 0.06%
3,819
+19
4 5
6
7 8