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
$106M
AUM Growth
-$8.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,041
New
Increased
Reduced
Closed

Top Buys

1
+$995K
2
+$654K
3
+$612K
4
MBB icon
iShares MBS ETF
MBB
+$595K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$578K

Top Sells

1
+$3.04M
2
+$1.84M
3
+$1.63M
4
ES icon
Eversource Energy
ES
+$748K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$545K

Sector Composition

1 Technology 15.48%
2 Energy 5.34%
3 Financials 4.52%
4 Communication Services 3.97%
5 Consumer Discretionary 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$51K 0.05%
593
+4
227
$51K 0.05%
11,600
+80
228
$51K 0.05%
698
-50
229
$50K 0.05%
+2,242
230
$49K 0.05%
1,980
231
$49K 0.05%
2,392
-812
232
$48K 0.05%
2,409
+1,989
233
$47K 0.04%
407
+2
234
$47K 0.04%
3,077
-3,673
235
$47K 0.04%
1,112
236
$47K 0.04%
+1,860
237
$47K 0.04%
1,023
-6
238
$46K 0.04%
796
-120
239
$46K 0.04%
1,710
+1,690
240
$46K 0.04%
1,099
-5,651
241
$46K 0.04%
315
242
$45K 0.04%
85
243
$45K 0.04%
402
-10
244
$45K 0.04%
1,336
+4
245
$45K 0.04%
390
+194
246
$45K 0.04%
713
+2
247
$45K 0.04%
155
-37
248
$44K 0.04%
2,032
+1,989
249
$44K 0.04%
387
+1
250
$44K 0.04%
262
+5
8 9
10
11 12