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
$114M
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,034
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.57M
3
+$1.7M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.46M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.35M

Top Sells

1
+$898K
2
+$378K
3
+$368K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$313K
5
MBB icon
iShares MBS ETF
MBB
+$255K

Sector Composition

1 Technology 15.7%
2 Healthcare 3.83%
3 Communication Services 3.38%
4 Financials 3.37%
5 Energy 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$89K 0.08%
1,220
+105
152
$88K 0.08%
1,254
-305
153
$87K 0.08%
2,203
-40
154
$86K 0.08%
594
+1
155
$86K 0.08%
254
+6
156
$86K 0.08%
2,247
-68
157
$85K 0.07%
2,768
-131
158
$85K 0.07%
1,737
-1,610
159
$85K 0.07%
1,053
-406
160
$83K 0.07%
573
-26
161
$83K 0.07%
1,783
+8
162
$81K 0.07%
415
-5
163
$80K 0.07%
596
-34
164
$79K 0.07%
1,001
-19
165
$79K 0.07%
482
-9
166
$77K 0.07%
5,133
+119
167
$76K 0.07%
4,648
+2,239
168
$76K 0.07%
1,019
-25
169
$74K 0.06%
1,481
-135
170
$74K 0.06%
341
+227
171
$74K 0.06%
3,691
172
$73K 0.06%
+1,230
173
$73K 0.06%
+1,427
174
$73K 0.06%
913
+8
175
$73K 0.06%
824
+1
5 6
7
8 9