LWM
Liberty Wealth Management Portfolio holdings
AUM
$638M
1-Year Return
13.75%
This Quarter Return
-2.89%
1 Year Return
+13.75%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$523M
AUM Growth
-$77.2M
(-13%)
Cap. Flow
-$57.8M
Cap. Flow
% of AUM
-11.05%
Top 10 Holdings %
Top 10 Hldgs %
44.94%
Holding
237
New
8
Increased
77
Reduced
62
Closed
79
Top Buys
| 1 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
$5.42M |
| 2 |
iShares S&P 500 Value ETF
IVE
|
$5.09M |
| 3 |
iShares S&P 100 ETF
OEF
|
$4.29M |
| 4 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$3.2M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$2.84M |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$8.73M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$7.85M |
| 3 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$6.07M |
| 4 |
iShares MSCI EAFE Growth ETF
EFG
|
$5.58M |
| 5 |
iShares MBS ETF
MBB
|
$5.18M |
Sector Composition
| 1 | Technology | 12.7% |
| 2 | Consumer Discretionary | 2.36% |
| 3 | Healthcare | 1.99% |
| 4 | Communication Services | 1.63% |
| 5 | Financials | 1.46% |
