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
$638M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$7.14M
2
+$4.94M
3
+$3.9M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$3.72M
5
THRO
iShares U.S. Thematic Rotation Active ETF
THRO
+$3.04M

Top Sells

1
+$2.72M
2
+$2.54M
3
+$2.51M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$1.8M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$1.67M

Sector Composition

1 Technology 12.01%
2 Consumer Discretionary 2.1%
3 Healthcare 1.85%
4 Communication Services 1.8%
5 Financials 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$278K 0.04%
1,164
+12
177
$277K 0.04%
+12,644
178
$276K 0.04%
+12,358
179
$272K 0.04%
1,589
+4
180
$268K 0.04%
2,657
-4
181
$266K 0.04%
2,424
+262
182
$264K 0.04%
14,447
183
$264K 0.04%
+11,297
184
$263K 0.04%
665
-1
185
$261K 0.04%
+5,496
186
$259K 0.04%
+1,336
187
$257K 0.04%
+3,450
188
$251K 0.04%
569
-7
189
$250K 0.04%
+1,845
190
$249K 0.04%
+2,033
191
$248K 0.04%
3,576
+24
192
$247K 0.04%
4,906
+29
193
$245K 0.04%
+7,733
194
$244K 0.04%
1,589
+1
195
$244K 0.04%
+2,905
196
$244K 0.04%
2,340
+26
197
$242K 0.04%
+9,970
198
$242K 0.04%
1,789
+4
199
$238K 0.04%
7,944
+783
200
$234K 0.04%
+3,830
6 7
8
9 10