LWM

Liberty Wealth Management Portfolio holdings

AUM $800M
1-Year Est. Return 20.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.44%
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
+$3.1M
2
+$2.96M
3
+$2.65M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$2.64M
5
HDV
iShares Core High Dividend ETF
HDV
+$2.53M

Top Sells

1
+$2.94M
2
+$2.8M
3
+$2.33M
4
IYE icon
iShares US Energy ETF
IYE
+$2.06M
5
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$1.99M

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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