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
$277M
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$38.6M
2
+$20.9M
3
+$13.6M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$12.3M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$9.57M

Top Sells

1
+$781K
2
+$601K
3
+$203K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$165K
5
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$159K

Sector Composition

1 Technology 10.7%
2 Consumer Discretionary 3.46%
3 Financials 2.24%
4 Communication Services 2.05%
5 Healthcare 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$201K 0.07%
1,522
+1
152
$201K 0.07%
+4,008
153
$186K 0.07%
11,175
+254
154
$176K 0.06%
+15,286
155
$166K 0.06%
+12,511
156
$139K 0.05%
12,396
+1
157
$114K 0.04%
5,711
+125
158
$103K 0.04%
1,275
159
– –
-1,148
160
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-367
161
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-1,520
162
– –
0
163
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0
164
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-1,712
165
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-2,067
166
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167
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168
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169
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170
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-848
171
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172
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173
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174
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0
175
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4 5 6
7
8