LWM
Liberty Wealth Management Portfolio holdings
AUM
$638M
This Quarter Return
+0.28%
1 Year Return
+13.75%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$600M
AUM Growth
+$600M
(+1.9%)
Cap. Flow
+$16M
Cap. Flow
% of AUM
2.67%
Top 10 Holdings %
Top 10 Hldgs %
40.93%
Holding
247
New
17
Increased
116
Reduced
68
Closed
18
Top Buys
| 1 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$5.25M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$3.87M |
| 3 |
Dimensional International Core Equity Market ETF
DFAI
|
$3.79M |
| 4 |
Tesla
TSLA
|
$2.98M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$2.66M |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$7.01M |
| 2 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
$3.29M |
| 3 |
Visa
V
|
$2.34M |
| 4 |
iShares Investment Grade Systematic Bond ETF
IGEB
|
$1.46M |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.11M |
Sector Composition
| 1 | Technology | 13.32% |
| 2 | Consumer Discretionary | 2.93% |
| 3 | Financials | 2.14% |
| 4 | Healthcare | 1.87% |
| 5 | Communication Services | 1.68% |
