LWM

Liberty Wealth Management Portfolio holdings

AUM $800M
1-Year Est. Return 20.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.44%
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
+$4.9M
2
+$4.67M
3
+$3.06M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.62M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$2.23M

Top Sells

1
+$2.99M
2
+$2.91M
3
+$2.62M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.9M
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%
1,456
+280
202
$60K 0.04%
2,315
203
$59K 0.04%
163
+8
204
$57K 0.04%
699
205
$57K 0.04%
492
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206
$56K 0.04%
455
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207
$56K 0.04%
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208
$56K 0.04%
924
209
$55K 0.04%
278
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210
$55K 0.04%
389
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211
$55K 0.04%
1,201
+336
212
$55K 0.04%
1,047
213
$54K 0.04%
1,066
-1,181
214
$54K 0.04%
1,639
-274
215
$53K 0.04%
1,750
216
$53K 0.04%
5,290
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217
$52K 0.04%
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+124
218
$51K 0.04%
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219
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220
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221
$50K 0.04%
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222
$50K 0.04%
5,148
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223
$50K 0.04%
1,011
+1
224
$50K 0.04%
406
-20
225
$49K 0.03%
827
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