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
$204M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,123
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$4.24M
3
+$2.07M
4
MBB icon
iShares MBS ETF
MBB
+$1.83M
5
MSFT icon
Microsoft
MSFT
+$1.83M

Top Sells

1
+$2.61M
2
+$2.01M
3
+$1.84M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.76M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.42M

Sector Composition

1 Technology 17.98%
2 Consumer Discretionary 4.09%
3 Financials 3.13%
4 Healthcare 3.03%
5 Communication Services 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$127K 0.06%
614
+15
152
$125K 0.06%
809
+16
153
$123K 0.06%
1,884
+1,477
154
$123K 0.06%
1,416
-82
155
$121K 0.06%
+4,180
156
$120K 0.06%
456
-58
157
$120K 0.06%
1,359
+26
158
$119K 0.06%
3,558
+69
159
$119K 0.06%
2,379
-21,398
160
$118K 0.06%
2,419
+1,228
161
$116K 0.06%
511
+9
162
$113K 0.06%
1,808
163
$112K 0.05%
2,961
164
$112K 0.05%
613
+18
165
$112K 0.05%
699
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166
$110K 0.05%
1,539
+39
167
$108K 0.05%
1,240
+9
168
$108K 0.05%
756
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169
$107K 0.05%
1,056
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170
$107K 0.05%
12,393
+43
171
$107K 0.05%
1,952
+424
172
$106K 0.05%
1,740
+12
173
$105K 0.05%
2,277
-408
174
$102K 0.05%
961
+8
175
$102K 0.05%
740
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