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
$142M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,030
New
Increased
Reduced
Closed

Top Buys

1
+$5.07M
2
+$4.96M
3
+$3.26M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.66M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.32M

Top Sells

1
+$3.18M
2
+$3.02M
3
+$2.77M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.98M
5
MBB icon
iShares MBS ETF
MBB
+$1.22M

Sector Composition

1 Technology 16.79%
2 Healthcare 3.2%
3 Communication Services 3.16%
4 Consumer Discretionary 3.13%
5 Financials 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$96K 0.07%
+505
152
$94K 0.07%
1,823
-430
153
$94K 0.07%
504
+247
154
$93K 0.07%
5,289
+156
155
$91K 0.06%
852
-1,021
156
$91K 0.06%
471
157
$91K 0.06%
1,001
158
$91K 0.06%
312
-105
159
$89K 0.06%
1,756
+19
160
$88K 0.06%
340
-1
161
$87K 0.06%
1,113
-141
162
$86K 0.06%
265
163
$86K 0.06%
1,791
+8
164
$84K 0.06%
919
+6
165
$81K 0.06%
2,142
166
$79K 0.06%
182
-1
167
$78K 0.05%
1,524
+43
168
$78K 0.05%
445
-13
169
$78K 0.05%
1,099
-121
170
$78K 0.05%
857
-193
171
$76K 0.05%
7,564
+180
172
$75K 0.05%
704
+66
173
$75K 0.05%
1,215
+127
174
$74K 0.05%
929
+139
175
$74K 0.05%
3,148
+3
5 6
7
8 9