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
276
$41K 0.04%
+1,000
277
$40K 0.04%
774
278
$40K 0.04%
1,281
+31
279
$40K 0.04%
194
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280
$40K 0.04%
464
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281
$40K 0.04%
740
+572
282
$40K 0.04%
3,408
283
$40K 0.04%
711
-155
284
$40K 0.04%
710
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285
$39K 0.03%
229
-7
286
$39K 0.03%
2,531
+957
287
$39K 0.03%
1,134
+1,104
288
$39K 0.03%
696
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289
$39K 0.03%
1,260
290
$39K 0.03%
316
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291
$39K 0.03%
873
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292
$39K 0.03%
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293
$38K 0.03%
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294
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295
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390
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296
$38K 0.03%
974
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297
$37K 0.03%
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298
$37K 0.03%
795
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299
$37K 0.03%
414
-8
300
$36K 0.03%
174
+143
10 11
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