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
$127M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
988
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$1.8M
3
+$1.72M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.62M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.54M

Top Sells

1
+$4.23M
2
+$356K
3
+$312K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$294K
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$236K

Sector Composition

1 Technology 16.58%
2 Energy 4.65%
3 Financials 4.29%
4 Healthcare 3.93%
5 Communication Services 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$109K 0.09%
2,763
-276
152
$108K 0.09%
+593
153
$107K 0.08%
1,062
-59
154
$105K 0.08%
2,342
-197
155
$103K 0.08%
491
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156
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788
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157
$102K 0.08%
1,044
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158
$102K 0.08%
1,123
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159
$98K 0.08%
737
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160
$97K 0.08%
679
161
$97K 0.08%
905
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162
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498
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163
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164
$96K 0.08%
248
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165
$96K 0.08%
7,281
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166
$95K 0.07%
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167
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173
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1,616
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174
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420
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175
$88K 0.07%
1,020
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