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
$127M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
988
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$1.8M
3
+$1.72M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.62M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.54M

Top Sells

1
+$4.23M
2
+$356K
3
+$312K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$294K
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$236K

Sector Composition

1 Technology 16.58%
2 Energy 4.65%
3 Financials 4.29%
4 Healthcare 3.93%
5 Communication Services 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$71K 0.06%
470
-407
202
$71K 0.06%
887
-9
203
$70K 0.06%
304
+2
204
$70K 0.06%
1,436
-28
205
$70K 0.06%
860
206
$68K 0.05%
751
+3
207
$68K 0.05%
558
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208
$68K 0.05%
1,156
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209
$67K 0.05%
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+306
210
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532
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211
$66K 0.05%
1,488
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212
$65K 0.05%
200
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213
$65K 0.05%
129
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214
$65K 0.05%
543
215
$65K 0.05%
1,750
216
$62K 0.05%
2,904
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217
$62K 0.05%
2,051
-78
218
$60K 0.05%
2,049
219
$60K 0.05%
1,589
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220
$60K 0.05%
512
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221
$59K 0.05%
2,315
222
$58K 0.05%
1,264
-60
223
$57K 0.04%
1,657
+14
224
$57K 0.04%
907
+444
225
$55K 0.04%
492
+378
7 8
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