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
$546M
AUM Growth
+$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$36.6M
2
+$19M
3
+$16.5M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$16.1M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$13.5M

Top Sells

1
+$457K
2
+$428K
3
+$356K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$301K
5
GE icon
GE Aerospace
GE
+$239K

Sector Composition

1 Technology 14.25%
2 Financials 2.41%
3 Healthcare 2.04%
4 Consumer Discretionary 1.91%
5 Communication Services 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$115K 0.02%
22,677
202
$110K 0.02%
+69,427
203
$108K 0.02%
+252,288
204
$99K 0.02%
11,402
+1
205
$96K 0.02%
+96,003
206
$91K 0.02%
+23,517
207
$87K 0.02%
+87,158
208
$84K 0.02%
14,000
-4,550
209
$83K 0.02%
+83,369
210
$68K 0.01%
+157,785
211
$67K 0.01%
+54,338
212
$66K 0.01%
+30,590
213
$65K 0.01%
+52,924
214
$58K 0.01%
+543,100
215
$56K 0.01%
+21,990
216
$43K 0.01%
+26,217
217
$42K 0.01%
+42,379
218
$35K 0.01%
+35,127
219
$35K 0.01%
+35,035
220
$34K 0.01%
+33,521
221
$32K 0.01%
+32,291
222
$25K ﹤0.01%
+23,991
223
$24K ﹤0.01%
1,267
224
$22K ﹤0.01%
+16,281
225
$20K ﹤0.01%
+14,026
6 7 8
9
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