LWM
Liberty Wealth Management Portfolio holdings
AUM
$638M
1-Year Return
13.75%
This Quarter Return
+10.13%
1 Year Return
+13.75%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$638M
AUM Growth
+$115M
(+22%)
Cap. Flow
+$68M
Cap. Flow
% of AUM
10.67%
Top 10 Holdings %
Top 10 Hldgs %
39.74%
Holding
239
New
81
Increased
85
Reduced
59
Closed
6
Top Buys
| 1 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$7.58M |
| 2 |
iShares MBS ETF
MBB
|
$5.01M |
| 3 |
iShares MSCI EAFE Growth ETF
EFG
|
$3.95M |
| 4 |
iShares Gold Trust
IAU
|
$3.92M |
| 5 |
THRO
iShares U.S. Thematic Rotation Active ETF
THRO
|
$3.28M |
Top Sells
| 1 |
CrowdStrike
CRWD
|
$3.19M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$2.75M |
| 3 |
Visa
V
|
$2.55M |
| 4 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
$1.96M |
| 5 |
Dimensional US High Profitability ETF
DUHP
|
$1.78M |
Sector Composition
| 1 | Technology | 12.01% |
| 2 | Consumer Discretionary | 2.1% |
| 3 | Healthcare | 1.8% |
| 4 | Communication Services | 1.8% |
| 5 | Financials | 1.79% |
