LWM

Liberty Wealth Management Portfolio holdings

AUM $775M
1-Year Est. Return 18.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$600M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$5.32M
2
+$4.06M
3
+$3.94M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.82M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$2.73M

Top Sells

1
+$7.06M
2
+$3.29M
3
+$2.22M
4
IGEB icon
iShares Investment Grade Systematic Bond ETF
IGEB
+$1.46M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.18M

Sector Composition

1 Technology 13.32%
2 Consumer Discretionary 2.93%
3 Financials 2.14%
4 Healthcare 1.91%
5 Communication Services 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$425K 0.07%
5,484
+730
127
$424K 0.07%
2,164
+15
128
$424K 0.07%
837
-12
129
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3,708
-343
130
$418K 0.07%
+13,589
131
$414K 0.07%
3,578
+8
132
$411K 0.07%
717
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133
$407K 0.07%
8,510
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134
$400K 0.07%
7,821
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135
$396K 0.07%
+15,873
136
$395K 0.07%
3,130
-48
137
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10,305
-6,201
138
$387K 0.06%
2,008
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139
$387K 0.06%
1,697
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140
$377K 0.06%
4,131
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141
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142
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143
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2,060
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144
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3,767
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145
$357K 0.06%
7,386
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146
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4,721
-58
147
$349K 0.06%
8,735
-1,486
148
$348K 0.06%
3,861
+21
149
$343K 0.06%
4,756
-1,418
150
$342K 0.06%
3,439
-51
4 5
6
7 8