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
$523M
AUM Growth
-$77.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$5.42M
2
+$5.09M
3
+$4.29M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.2M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.84M

Top Sells

1
+$8.73M
2
+$7.85M
3
+$6.07M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$5.58M
5
MBB icon
iShares MBS ETF
MBB
+$5.18M

Sector Composition

1 Technology 12.7%
2 Consumer Discretionary 2.36%
3 Healthcare 2.03%
4 Communication Services 1.63%
5 Financials 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$263K 0.05%
14,447
-19,333
127
$259K 0.05%
1,286
-8
128
$259K 0.05%
3,715
129
$259K 0.05%
603
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130
$257K 0.05%
+2,290
131
$252K 0.05%
2,314
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132
$252K 0.05%
1,259
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133
$252K 0.05%
3,552
-749
134
$248K 0.05%
666
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135
$243K 0.05%
1,588
136
$242K 0.05%
7,161
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137
$242K 0.05%
576
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138
$237K 0.05%
4,877
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139
$236K 0.05%
1,933
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140
$235K 0.05%
1,585
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141
$229K 0.04%
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142
$228K 0.04%
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144
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145
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146
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147
$209K 0.04%
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148
$206K 0.04%
+3,048
149
$204K 0.04%
8,994
-1,758
150
$198K 0.04%
14,582
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