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
$546M
AUM Growth
+$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$36.6M
2
+$19M
3
+$16.5M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$16.1M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$13.5M

Top Sells

1
+$457K
2
+$428K
3
+$356K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$301K
5
GE icon
GE Aerospace
GE
+$239K

Sector Composition

1 Technology 14.25%
2 Financials 2.41%
3 Healthcare 2.04%
4 Consumer Discretionary 1.91%
5 Communication Services 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$235K 0.04%
3,624
+64
177
$235K 0.04%
602
-21
178
$233K 0.04%
1,577
-499
179
$231K 0.04%
7,860
+5,622
180
$230K 0.04%
1,441
181
$230K 0.04%
676
+4
182
$229K 0.04%
2,033
+1
183
$223K 0.04%
3,807
-182
184
$218K 0.04%
+3,179
185
$218K 0.04%
19,312
+18,364
186
$218K 0.04%
+217,596
187
$214K 0.04%
1,515
-373
188
$212K 0.04%
1,971
-26
189
$211K 0.04%
4,774
+30
190
$209K 0.04%
2,659
+6
191
$208K 0.04%
+7,833
192
$207K 0.04%
+6,398
193
$206K 0.04%
+73,951
194
$206K 0.04%
+27,394
195
$204K 0.04%
+25,009
196
$201K 0.04%
2,283
+2
197
$161K 0.03%
+13,785
198
$156K 0.03%
+155,817
199
$135K 0.02%
+51,055
200
$123K 0.02%
+122,518
6 7
8
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