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
$375M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$37.7M
2
+$22.5M
3
+$21.2M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$19.5M
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$8.6M

Top Sells

1
+$2.45M
2
+$1.27M
3
+$1.16M
4
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$756K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$742K

Sector Composition

1 Technology 6.45%
2 Consumer Discretionary 2.39%
3 Financials 1.51%
4 Healthcare 1.22%
5 Communication Services 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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-661
152
– –
-1,912
153
– –
-4,062
154
– –
-27,548
155
– –
-11,116
156
– –
-6,138
157
– –
-2,099
158
– –
-3,929
159
– –
-2,109
3 4 5 6
7