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
$512M
AUM Growth
+$46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$10.5M
3
+$10.2M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$5.81M
5
V icon
Visa
V
+$5.33M

Top Sells

1
+$11.8M
2
+$6.18M
3
+$5.43M
4
OEF icon
iShares S&P 100 ETF
OEF
+$5.34M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$5.03M

Sector Composition

1 Technology 12.56%
2 Financials 2.58%
3 Consumer Discretionary 1.9%
4 Industrials 1.39%
5 Communication Services 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$274K 0.05%
3,639
+3,633
152
$274K 0.05%
1,531
+209
153
$271K 0.05%
7,194
-541
154
$270K 0.05%
+4,485
155
$264K 0.05%
+3,280
156
$256K 0.05%
7,382
+160
157
$249K 0.05%
824
-49
158
$249K 0.05%
3,903
+23
159
$248K 0.05%
623
-311
160
$247K 0.05%
+810
161
$242K 0.05%
+3,989
162
$242K 0.05%
948
+3
163
$241K 0.05%
672
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164
$239K 0.05%
+1,705
165
$239K 0.05%
2,474
-353
166
$237K 0.05%
2,586
-177
167
$234K 0.05%
3,560
168
$231K 0.05%
+1,147
169
$231K 0.05%
+1,797
170
$229K 0.04%
+4,217
171
$226K 0.04%
+1,983
172
$224K 0.04%
2,032
-107,297
173
$220K 0.04%
+1,997
174
$218K 0.04%
+2,653
175
$216K 0.04%
2,238
+70
4 5 6
7
8