LWM

Liberty Wealth Management Portfolio holdings

AUM $775M
1-Year Est. Return 18.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.64%
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
+$41.8M
2
+$24.8M
3
+$23.3M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$21.8M
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$9.65M

Top Sells

1
+$2.45M
2
+$1.41M
3
+$1.21M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$801K
5
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$796K

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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152
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154
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-2,784
155
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-661
156
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157
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-4,062
158
– –
-27,548
159
– –
-3,929
3 4 5 6
7