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
$257M
AUM Growth
+$52.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,220
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$5.49M
3
+$3.97M
4
IYE icon
iShares US Energy ETF
IYE
+$3.59M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$2.48M

Top Sells

1
+$4.46M
2
+$1.47M
3
+$1.11M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$790K
5
MSFT icon
Microsoft
MSFT
+$623K

Sector Composition

1 Technology 15.7%
2 Consumer Discretionary 3.61%
3 Financials 3.17%
4 Healthcare 2.56%
5 Communication Services 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$113K 0.04%
3,673
+2,594
202
$112K 0.04%
414
+3
203
$112K 0.04%
421
+1
204
$112K 0.04%
1,071
-25
205
$111K 0.04%
371
-2
206
$109K 0.04%
+1,508
207
$108K 0.04%
4,454
-19
208
$108K 0.04%
2,148
-231
209
$107K 0.04%
2,271
-6
210
$107K 0.04%
672
-68
211
$106K 0.04%
+1,530
212
$106K 0.04%
1,102
+2
213
$102K 0.04%
270
214
$102K 0.04%
464
+9
215
$102K 0.04%
3,379
-88
216
$101K 0.04%
1,364
-596
217
$98K 0.04%
6,620
+4,507
218
$98K 0.04%
833
+1
219
$97K 0.04%
669
+4
220
$97K 0.04%
+4,000
221
$94K 0.04%
1,000
-64
222
$89K 0.03%
408
+48
223
$89K 0.03%
508
+14
224
$89K 0.03%
1,463
-277
225
$88K 0.03%
323
+8
7 8
9
10 11