LWM
Liberty Wealth Management Portfolio holdings
AUM
$638M
1-Year Return
13.75%
This Quarter Return
+6.07%
1 Year Return
+13.75%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$589M
AUM Growth
+$43M
(+7.9%)
Cap. Flow
-$3.35B
Cap. Flow
% of AUM
-569.76%
Top 10 Holdings %
Top 10 Hldgs %
42.17%
Holding
267
New
34
Increased
43
Reduced
142
Closed
37
Top Buys
| 1 |
Vanguard Long-Term Bond ETF
BLV
|
$373K |
| 2 |
Eli Lilly
LLY
|
$315K |
| 3 |
GE Aerospace
GE
|
$280K |
| 4 |
Iron Mountain
IRM
|
$269K |
| 5 |
Novartis
NVS
|
$259K |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$746M |
| 2 |
Adobe
ADBE
|
$296M |
| 3 |
Vanguard Information Technology ETF
VGT
|
$181M |
| 4 |
Vanguard Growth ETF
VUG
|
$165M |
| 5 |
Invesco QQQ Trust
QQQ
|
$157M |
Sector Composition
| 1 | Technology | 13.97% |
| 2 | Financials | 2.34% |
| 3 | Consumer Discretionary | 2.05% |
| 4 | Healthcare | 2.04% |
| 5 | Industrials | 1.45% |
