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
$638M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$7.14M
2
+$4.94M
3
+$3.9M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$3.72M
5
THRO
iShares U.S. Thematic Rotation Active ETF
THRO
+$3.04M

Top Sells

1
+$2.72M
2
+$2.54M
3
+$2.51M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$1.8M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$1.67M

Sector Composition

1 Technology 12.01%
2 Consumer Discretionary 2.1%
3 Healthcare 1.85%
4 Communication Services 1.8%
5 Financials 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$367K 0.06%
3,911
+23
152
$362K 0.06%
3,946
-134
153
$357K 0.06%
+8,243
154
$355K 0.06%
3,987
-4,764
155
$352K 0.06%
+3,709
156
$349K 0.05%
7,702
-186
157
$348K 0.05%
1,013
+5
158
$347K 0.05%
5,429
+423
159
$346K 0.05%
3,799
+18
160
$338K 0.05%
1,677
+1
161
$337K 0.05%
1,308
+49
162
$330K 0.05%
6,629
-1,113
163
$330K 0.05%
4,270
+18
164
$326K 0.05%
13,700
+29
165
$311K 0.05%
+13,806
166
$309K 0.05%
+13,494
167
$309K 0.05%
602
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168
$307K 0.05%
4,173
-275
169
$306K 0.05%
1,287
+1
170
$300K 0.05%
3,784
+69
171
$295K 0.05%
+3,726
172
$287K 0.05%
9,324
-8,356
173
$281K 0.04%
5,399
+37
174
$278K 0.04%
+14,017
175
$278K 0.04%
2,178
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5 6
7
8 9