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
$485M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$43.1M
2
+$30.3M
3
+$29M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$24.6M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$16.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.71%
2 Consumer Discretionary 2.15%
3 Financials 1.63%
4 Healthcare 1.42%
5 Communication Services 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$231K 0.05%
+10,322
202
$229K 0.05%
+803
203
$225K 0.05%
+6,105
204
$225K 0.05%
+1,000
205
$224K 0.05%
+4,110
206
$223K 0.05%
+2,100
207
$222K 0.05%
+667
208
$222K 0.05%
+2,337
209
$221K 0.05%
+1,221
210
$219K 0.05%
+2,387
211
$218K 0.05%
+3,792
212
$218K 0.04%
+3,825
213
$216K 0.04%
+9,750
214
$210K 0.04%
+6,808
215
$207K 0.04%
+1,307
216
$206K 0.04%
+1,356
217
$202K 0.04%
+1,993
218
$202K 0.04%
+5,330
219
$201K 0.04%
+3,439
220
$201K 0.04%
+2,082
221
$171K 0.04%
+18,405
222
$152K 0.03%
+13,062
223
$137K 0.03%
+10,872
224
$136K 0.03%
+14,736
225
$111K 0.02%
+14,400
6 7 8
9
10