LWM

Liberty Wealth Management Portfolio holdings

AUM $710M
1-Year Est. Return 15.99%
This Quarter Est. Return
1 Year Est. Return
+15.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
-$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
973
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$1.65M
3
+$1.49M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$890K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$871K

Top Sells

1
+$22.9M
2
+$22.2M
3
+$2.03M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$451K
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$417K

Sector Composition

1 Technology 16.4%
2 Energy 8.03%
3 Financials 5.3%
4 Industrials 4.67%
5 Communication Services 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$58K 0.05%
850
+650
227
$58K 0.05%
526
+365
228
$57K 0.05%
+916
229
$57K 0.05%
337
+182
230
$57K 0.05%
8,010
+376
231
$56K 0.05%
+501
232
$56K 0.05%
192
+26
233
$55K 0.05%
2,315
234
$55K 0.05%
616
+6
235
$55K 0.05%
637
+423
236
$54K 0.05%
114
+1
237
$54K 0.05%
226
+223
238
$54K 0.05%
1,154
+881
239
$53K 0.05%
603
+3
240
$52K 0.05%
748
+150
241
$51K 0.04%
314
+76
242
$51K 0.04%
335
+223
243
$51K 0.04%
636
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244
$51K 0.04%
+2,748
245
$51K 0.04%
+750
246
$50K 0.04%
1,901
+3
247
$49K 0.04%
1,077
+17
248
$49K 0.04%
1,408
+703
249
$48K 0.04%
552
-17
250
$47K 0.04%
11,520
-640
8 9
10
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