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
$133M
AUM Growth
-$1.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
901
New
Increased
Reduced
Closed

Top Buys

1
+$639K
2
+$614K
3
+$533K
4
FDD icon
First Trust STOXX European Select Dividend Income Fund
FDD
+$259K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$214K

Top Sells

1
+$11.6M
2
+$2.85M
3
+$1.24M
4
ABBV icon
AbbVie
ABBV
+$990K
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$244K

Sector Composition

1 Technology 10.67%
2 Energy 4.33%
3 Consumer Staples 3.77%
4 Financials 3.28%
5 Communication Services 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$89K 0.07%
1,788
152
$85K 0.06%
78
153
$85K 0.06%
808
+4
154
$85K 0.06%
7,166
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155
$85K 0.06%
454
156
$85K 0.06%
694
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157
$84K 0.06%
342
+1
158
$83K 0.06%
472
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159
$83K 0.06%
836
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160
$82K 0.06%
1,622
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161
$82K 0.06%
1,590
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162
$81K 0.06%
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163
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346
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164
$80K 0.06%
1,804
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165
$79K 0.06%
2,457
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166
$78K 0.06%
489
167
$77K 0.06%
923
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168
$75K 0.06%
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169
$73K 0.06%
828
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170
$72K 0.05%
536
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171
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924
172
$70K 0.05%
1,136
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173
$70K 0.05%
1,108
-45
174
$69K 0.05%
1,014
175
$69K 0.05%
480
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7
8 9