LWM
Liberty Wealth Management Portfolio holdings
AUM
$638M
This Quarter Return
-2.69%
1 Year Return
+13.75%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$277M
AUM Growth
+$277M
(+11,925%)
Cap. Flow
+$207M
Cap. Flow
% of AUM
74.78%
Top 10 Holdings %
Top 10 Hldgs %
50.33%
Holding
188
New
85
Increased
49
Reduced
19
Closed
27
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$38.6M |
| 2 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$20.9M |
| 3 |
iShares Core Total USD Bond Market ETF
IUSB
|
$13.6M |
| 4 |
iShares MSCI EAFE Value ETF
EFV
|
$12.3M |
| 5 |
iShares US Treasury Bond ETF
GOVT
|
$9.58M |
Top Sells
| 1 |
Chevron
CVX
|
$781K |
| 2 |
Xtrackers USD High Yield Corporate Bond ETF
HYLB
|
$601K |
| 3 |
Costco
COST
|
$203K |
| 4 |
Schwab Short-Term US Treasury ETF
SCHO
|
$165K |
| 5 |
iShares MSCI Global Min Vol Factor ETF
ACWV
|
$159K |
Sector Composition
| 1 | Technology | 10.7% |
| 2 | Consumer Discretionary | 3.46% |
| 3 | Financials | 2.24% |
| 4 | Communication Services | 2.05% |
| 5 | Healthcare | 1.83% |
