LWM

Liberty Wealth Management Portfolio holdings

AUM $638M
1-Year Est. Return 13.75%
This Quarter Est. Return
1 Year Est. Return
+13.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$466M
AUM Growth
+$64.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$6.02M
3
+$5.75M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$4.96M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$2.95M

Top Sells

1
+$2.15B
2
+$651M
3
+$315M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$188M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$163M

Sector Composition

1 Technology 12.61%
2 Consumer Discretionary 2.26%
3 Financials 1.39%
4 Communication Services 1.19%
5 Healthcare 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$59.9M 12.84%
125,402
+12,045
2
$27.3M 5.85%
933,081
-18,982
3
$23.7M 5.07%
826,477
-7,936
4
$21.6M 4.62%
648,558
+149,245
5
$19.7M 4.22%
102,414
+6,879
6
$18.2M 3.89%
123,522
+11,814
7
$15.2M 3.27%
115,267
+6,891
8
$12.6M 2.69%
491,802
-876
9
$12.4M 2.65%
+292,006
10
$12M 2.57%
260,525
-24,638
11
$10.7M 2.3%
395,886
-2,649
12
$10.3M 2.21%
2,316
-42,202
13
$9.1M 1.95%
143,557
-4,414
14
$8.68M 1.86%
123,382
-2,417
15
$8.21M 1.76%
286,613
-30,177
16
$7.49M 1.61%
143,208
-1,536
17
$7.16M 1.54%
58,352
+19,511
18
$7.04M 1.51%
74,842
+789
19
$6.67M 1.43%
259,655
-730
20
$6.6M 1.41%
17,540
+396
21
$6.45M 1.38%
65,203
+3,770
22
$6.02M 1.29%
+26,965
23
$5.9M 1.26%
236,192
-1,042
24
$5.71M 1.22%
75,652
+15,513
25
$5.47M 1.17%
852
-101,417
1
2 3 4 5