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
$402M
AUM Growth
-$2.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$4.96M
3
+$3.77M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.57M
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$2.92M

Top Sells

1
+$3.53M
2
+$3.21M
3
+$2.66M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$2.52M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.15M

Sector Composition

1 Technology 12.35%
2 Consumer Discretionary 2.44%
3 Financials 1.65%
4 Communication Services 1.22%
5 Energy 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
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