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
251
$47K 0.04%
779
+318
252
$47K 0.04%
405
+1
253
$47K 0.04%
412
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254
$47K 0.04%
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255
$46K 0.04%
+2,399
256
$46K 0.04%
1,112
257
$46K 0.04%
277
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258
$46K 0.04%
2,022
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259
$46K 0.04%
315
260
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552
261
$45K 0.04%
1,042
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262
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589
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263
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2,264
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264
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265
$45K 0.04%
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266
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1,275
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267
$44K 0.04%
548
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$44K 0.04%
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$43K 0.04%
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524
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271
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444
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272
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313
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273
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386
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274
$43K 0.04%
257
+67
275
$42K 0.04%
3,763
+37
9 10
11
12 13