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
276
$38K 0.04%
296
-181
277
$38K 0.04%
705
278
$38K 0.04%
+754
279
$38K 0.04%
618
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280
$37K 0.04%
669
-105
281
$37K 0.04%
+1,106
282
$37K 0.04%
1,064
+422
283
$37K 0.04%
+2,055
284
$37K 0.04%
+771
285
$37K 0.04%
420
-132
286
$37K 0.04%
342
-48
287
$37K 0.04%
+1,641
288
$37K 0.04%
963
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289
$37K 0.04%
1,166
-747
290
$37K 0.04%
463
-24
291
$36K 0.03%
+344
292
$36K 0.03%
206
293
$36K 0.03%
731
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294
$36K 0.03%
417
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295
$36K 0.03%
304
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296
$36K 0.03%
+780
297
$36K 0.03%
+774
298
$35K 0.03%
238
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299
$35K 0.03%
402
-62
300
$35K 0.03%
472
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