LWM
Liberty Wealth Management Portfolio holdings
AUM
$638M
1-Year Return
13.75%
This Quarter Return
+6.25%
1 Year Return
+13.75%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$405M
AUM Growth
-$79.9M
(-16%)
Cap. Flow
-$108M
Cap. Flow
% of AUM
-26.61%
Top 10 Holdings %
Top 10 Hldgs %
47.93%
Holding
241
New
11
Increased
86
Reduced
87
Closed
50
Top Buys
| 1 |
Broadcom
AVGO
|
$1.38M |
| 2 |
iShares Core Total USD Bond Market ETF
IUSB
|
$768K |
| 3 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$564K |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
$488K |
| 5 |
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
$390K |
Top Sells
Sector Composition
| 1 | Technology | 9.73% |
| 2 | Consumer Discretionary | 2.6% |
| 3 | Financials | 1.71% |
| 4 | Healthcare | 1.34% |
| 5 | Communication Services | 1.34% |
