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
$247M
AUM Growth
-$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$2.85M
2
+$2.84M
3
+$2.52M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$2.45M
5
HDV icon
iShares Core High Dividend ETF
HDV
+$2.4M

Top Sells

1
+$2.83M
2
+$2.8M
3
+$2.13M
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$1.89M
5
IYE icon
iShares US Energy ETF
IYE
+$1.85M

Sector Composition

1 Technology 9.42%
2 Consumer Discretionary 3.2%
3 Financials 2.14%
4 Communication Services 1.96%
5 Healthcare 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
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