LWM
Liberty Wealth Management Portfolio holdings
AUM
$638M
This Quarter Return
+7.85%
1 Year Return
+13.75%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$512M
AUM Growth
+$512M
(+9.9%)
Cap. Flow
+$27.9M
Cap. Flow
% of AUM
5.45%
Top 10 Holdings %
Top 10 Hldgs %
44.35%
Holding
200
New
30
Increased
67
Reduced
76
Closed
13
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$10.8M |
| 2 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
$10.5M |
| 3 |
iShares S&P 500 Value ETF
IVE
|
$10.2M |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$5.81M |
| 5 |
Visa
V
|
$5.33M |
Top Sells
| 1 |
Vanguard Total World Stock ETF
VT
|
$11.8M |
| 2 |
Vanguard Total Bond Market
BND
|
$6.18M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$5.43M |
| 4 |
iShares S&P 100 ETF
OEF
|
$5.34M |
| 5 |
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% |
