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
$204M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,123
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$3.94M
3
+$1.89M
4
MBB icon
iShares MBS ETF
MBB
+$1.83M
5
MSFT icon
Microsoft
MSFT
+$1.64M

Top Sells

1
+$2.43M
2
+$1.98M
3
+$1.71M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.46M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.42M

Sector Composition

1 Technology 17.98%
2 Consumer Discretionary 4.09%
3 Financials 3.13%
4 Healthcare 3.03%
5 Communication Services 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$100K 0.05%
407
+79
177
$100K 0.05%
311
+13
178
$100K 0.05%
420
179
$100K 0.05%
1,096
-144
180
$99K 0.05%
2,095
+277
181
$98K 0.05%
1,000
182
$97K 0.05%
1,470
+80
183
$96K 0.05%
+4,473
184
$96K 0.05%
411
+90
185
$95K 0.05%
2,336
+1,002
186
$93K 0.05%
1,063
+16
187
$92K 0.05%
646
+623
188
$92K 0.05%
1,516
+41
189
$91K 0.04%
473
+3
190
$90K 0.04%
553
+238
191
$89K 0.04%
373
+8
192
$89K 0.04%
1,752
+3
193
$88K 0.04%
2,172
-739
194
$88K 0.04%
1,100
+21
195
$88K 0.04%
832
196
$88K 0.04%
455
+73
197
$86K 0.04%
824
+603
198
$85K 0.04%
181
+8
199
$85K 0.04%
2,142
200
$84K 0.04%
3,467
+52
6 7
8
9 10