LWM

Liberty Wealth Management Portfolio holdings

AUM $775M
1-Year Est. Return 18.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.64%
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
+$3.14M
2
+$1.63M
3
+$1.49M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$875K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$854K

Top Sells

1
+$22.8M
2
+$22.4M
3
+$1.95M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$451K
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$405K

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%
+1,980
252
$47K 0.04%
11,520
-640
253
$47K 0.04%
779
+318
254
$47K 0.04%
405
+1
255
$46K 0.04%
+2,399
256
$46K 0.04%
1,112
257
$46K 0.04%
277
+1
258
$46K 0.04%
2,022
+1,806
259
$46K 0.04%
315
260
$46K 0.04%
552
261
$45K 0.04%
2,264
-233
262
$45K 0.04%
1,029
+13
263
$45K 0.04%
+391
264
$45K 0.04%
1,042
+42
265
$45K 0.04%
589
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266
$44K 0.04%
1,275
+369
267
$44K 0.04%
548
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268
$44K 0.04%
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269
$43K 0.04%
478
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270
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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
-60
273
$43K 0.04%
386
+290
274
$43K 0.04%
257
+67
275
$42K 0.04%
3,763
+37
9 10
11
12 13