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
$142M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,030
New
Increased
Reduced
Closed

Top Buys

1
+$5.07M
2
+$4.96M
3
+$3.26M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.66M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.32M

Top Sells

1
+$3.18M
2
+$3.02M
3
+$2.77M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.98M
5
MBB icon
iShares MBS ETF
MBB
+$1.22M

Sector Composition

1 Technology 16.79%
2 Healthcare 3.2%
3 Communication Services 3.16%
4 Consumer Discretionary 3.13%
5 Financials 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$60K 0.04%
2,315
202
$60K 0.04%
364
+70
203
$59K 0.04%
163
+8
204
$57K 0.04%
492
+10
205
$57K 0.04%
699
206
$56K 0.04%
924
207
$56K 0.04%
+143
208
$56K 0.04%
455
-42
209
$55K 0.04%
1,047
210
$55K 0.04%
1,201
+336
211
$55K 0.04%
389
+27
212
$55K 0.04%
278
+1
213
$54K 0.04%
1,639
-274
214
$54K 0.04%
1,066
-1,181
215
$53K 0.04%
5,290
-89
216
$53K 0.04%
1,750
217
$52K 0.04%
2,989
+124
218
$51K 0.04%
45
+1
219
$51K 0.04%
1,288
-311
220
$51K 0.04%
167
-73
221
$50K 0.04%
406
-20
222
$50K 0.04%
1,011
+1
223
$50K 0.04%
5,148
+27
224
$50K 0.04%
1,177
-5
225
$49K 0.03%
824
7 8
9
10 11