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
$204M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,123
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$4.24M
3
+$2.07M
4
MBB icon
iShares MBS ETF
MBB
+$1.83M
5
MSFT icon
Microsoft
MSFT
+$1.83M

Top Sells

1
+$2.61M
2
+$2.01M
3
+$1.84M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.76M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.42M

Sector Composition

1 Technology 17.98%
2 Consumer Discretionary 4.09%
3 Financials 3.13%
4 Healthcare 3.03%
5 Communication Services 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$84K 0.04%
635
+201
202
$83K 0.04%
1,960
+932
203
$83K 0.04%
2,860
-999
204
$82K 0.04%
+207
205
$82K 0.04%
1,571
+773
206
$81K 0.04%
114
+34
207
$81K 0.04%
1,063
+502
208
$81K 0.04%
6,195
+4,360
209
$81K 0.04%
559
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210
$80K 0.04%
735
211
$79K 0.04%
376
+209
212
$78K 0.04%
665
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213
$77K 0.04%
469
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214
$77K 0.04%
980
-30
215
$76K 0.04%
670
-21
216
$76K 0.04%
2,315
217
$76K 0.04%
4,379
+2,298
218
$75K 0.04%
325
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219
$74K 0.04%
270
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220
$73K 0.04%
315
221
$72K 0.04%
1,525
+188
222
$71K 0.03%
129
+31
223
$71K 0.03%
5,749
+65
224
$71K 0.03%
139
-6
225
$71K 0.03%
860
7 8
9
10 11