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
$485M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$43.1M
2
+$30.3M
3
+$29M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$24.6M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$16.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.71%
2 Consumer Discretionary 2.15%
3 Financials 1.63%
4 Healthcare 1.42%
5 Communication Services 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$298K 0.06%
+15,056
177
$297K 0.06%
+3,849
178
$296K 0.06%
+4,639
179
$287K 0.06%
+2,936
180
$287K 0.06%
+5,491
181
$286K 0.06%
+7,929
182
$283K 0.06%
+11,301
183
$282K 0.06%
+3,710
184
$274K 0.06%
+2,502
185
$271K 0.06%
+6,192
186
$270K 0.06%
+3,652
187
$267K 0.06%
+1,326
188
$263K 0.05%
+6,430
189
$261K 0.05%
+3,410
190
$259K 0.05%
+3,381
191
$257K 0.05%
+4,726
192
$255K 0.05%
+5,159
193
$253K 0.05%
+2,598
194
$249K 0.05%
+4,513
195
$248K 0.05%
+2,233
196
$247K 0.05%
+2,675
197
$246K 0.05%
+7,665
198
$240K 0.05%
+6,263
199
$234K 0.05%
+3,383
200
$234K 0.05%
+1,110
6 7
8
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