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
251
$43K 0.04%
172
-2
252
$43K 0.04%
618
-827
253
$43K 0.04%
2,000
254
$43K 0.04%
+2,352
255
$43K 0.04%
727
+122
256
$42K 0.04%
453
-25
257
$42K 0.04%
1,260
258
$42K 0.04%
374
-602
259
$42K 0.04%
+201
260
$42K 0.04%
3,800
+37
261
$41K 0.04%
+1,754
262
$41K 0.04%
1,007
-35
263
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2,064
-200
264
$41K 0.04%
527
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265
$40K 0.04%
527
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266
$40K 0.04%
430
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267
$40K 0.04%
907
+242
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$40K 0.04%
382
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269
$40K 0.04%
982
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270
$39K 0.04%
+732
271
$39K 0.04%
397
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272
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231
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273
$39K 0.04%
808
-2,686
274
$39K 0.04%
+104
275
$38K 0.04%
+898
9 10
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