We are live on
!
Find out more
LWM
Liberty Wealth Management Portfolio holdings
AUM
$800M
1-Year Est. Return
22.73%
This Fund
S&P 500
This Quarter
Est. Return
+8.26%
1 Year Est. Return
+22.73%
3 Year Est. Return
+64.2%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$485M
AUM Growth
–
Cap. Flow
+$475M
Cap. Flow
% of AUM
97.99%
Top 10 Holdings %
Top 10 Hldgs %
42%
Holding
230
New
230
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$41.9M |
| 2 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$28.9M |
| 3 |
Apple
AAPL
|
+$27.6M |
| 4 |
Dimensional US High Profitability ETF
DUHP
|
+$24.3M |
| 5 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$15.7M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 10.71% |
| 2 | Consumer Discretionary | 2.15% |
| 3 | Financials | 1.63% |
| 4 | Healthcare | 1.42% |
| 5 | Communication Services | 1.34% |
Similar funds
NW
IAM
AAM
HP
UM
GWA
ACM
AF
Liberty Wealth Management's Q1 2023 Portfolio in Review
Q1 2023 is the first quarter with a 13F filing on record for Liberty Wealth Management, which disclosed 230 positions worth $485M. Its ten largest holdings account for 42% of the portfolio.
Its largest position is iShares Core S&P 500 ETF: 104,546 shares worth $43.1M.
By sector, the portfolio is most concentrated in Technology at 11% of assets, followed by Consumer Discretionary and Financials.
- Liberty Wealth Management's largest Q1 2023 buy was iShares Core S&P 500 ETF: 104,546 shares worth $43.1M.
- Liberty Wealth Management's ten largest holdings make up 42% of its $485M portfolio in Q1 2023.
- Liberty Wealth Management disclosed 230 positions in Q1 2023, its first 13F filing on record.
Based on Liberty Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.