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
$257M
AUM Growth
+$52.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,220
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$5.49M
3
+$3.97M
4
IYE icon
iShares US Energy ETF
IYE
+$3.59M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$2.48M

Top Sells

1
+$4.46M
2
+$1.47M
3
+$1.11M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$790K
5
MSFT icon
Microsoft
MSFT
+$623K

Sector Composition

1 Technology 15.7%
2 Consumer Discretionary 3.61%
3 Financials 3.17%
4 Healthcare 2.56%
5 Communication Services 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$169K 0.07%
2,501
-1
152
$169K 0.07%
2,204
+845
153
$167K 0.06%
1,375
+729
154
$167K 0.06%
958
+7
155
$164K 0.06%
2,429
-3
156
$160K 0.06%
7,218
157
$157K 0.06%
2,374
+12
158
$155K 0.06%
3,199
+1,667
159
$154K 0.06%
1,284
+28
160
$153K 0.06%
1,096
+445
161
$151K 0.06%
1,308
+76
162
$151K 0.06%
1,820
+12
163
$149K 0.06%
7,670
+5
164
$149K 0.06%
801
-8
165
$147K 0.06%
2,128
-495
166
$146K 0.06%
2,913
+1,342
167
$142K 0.06%
616
+2
168
$142K 0.06%
3,868
+1,008
169
$142K 0.06%
1,377
+66
170
$141K 0.05%
601
+48
171
$141K 0.05%
5,744
+178
172
$141K 0.05%
731
-142
173
$139K 0.05%
838
-50
174
$138K 0.05%
12,395
+2
175
$138K 0.05%
2,182
+26
5 6
7
8 9