LWM
Liberty Wealth Management Portfolio holdings
AUM
$638M
This Quarter Return
-4.45%
1 Year Return
+13.75%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$402M
AUM Growth
+$402M
(-0.74%)
Cap. Flow
+$13.5M
Cap. Flow
% of AUM
3.35%
Top 10 Holdings %
Top 10 Hldgs %
46.78%
Holding
198
New
7
Increased
80
Reduced
73
Closed
24
Top Buys
| 1 |
Enphase Energy
ENPH
|
$13M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$4.57M |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
$3.64M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$3.43M |
| 5 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
$2.92M |
Top Sells
| 1 |
iShares US Technology ETF
IYW
|
$3.41M |
| 2 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$3.09M |
| 3 |
iShares US Treasury Bond ETF
GOVT
|
$2.61M |
| 4 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
$2.36M |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$2.15M |
Sector Composition
| 1 | Technology | 12.35% |
| 2 | Consumer Discretionary | 2.44% |
| 3 | Financials | 1.65% |
| 4 | Communication Services | 1.22% |
| 5 | Energy | 1.16% |
