LWM
Liberty Wealth Management Portfolio holdings
AUM
$638M
1-Year Return
13.75%
This Quarter Return
+10.5%
1 Year Return
+13.75%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$466M
AUM Growth
+$64.7M
(+16%)
Cap. Flow
-$3.95B
Cap. Flow
% of AUM
-847.43%
Top 10 Holdings %
Top 10 Hldgs %
47.69%
Holding
193
New
19
Increased
70
Reduced
74
Closed
23
Top Buys
| 1 |
Dimensional Core Fixed Income ETF
DFCF
|
$12.4M |
| 2 |
iShares S&P 100 ETF
OEF
|
$6.02M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$5.75M |
| 4 |
Dimensional US Core Equity Market ETF
DFAU
|
$4.96M |
| 5 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
$2.95M |
Top Sells
| 1 |
Vanguard Long-Term Bond ETF
BLV
|
$2.15B |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$651M |
| 3 |
Vanguard Financials ETF
VFH
|
$315M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$188M |
| 5 |
Vanguard Information Technology ETF
VGT
|
$163M |
Sector Composition
| 1 | Technology | 12.61% |
| 2 | Consumer Discretionary | 2.26% |
| 3 | Financials | 1.39% |
| 4 | Communication Services | 1.19% |
| 5 | Healthcare | 1.13% |
