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
$170M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
992
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$1.58M
3
+$1.33M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.05M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1M

Top Sells

1
+$265K
2
+$125K
3
+$104K
4
CVX icon
Chevron
CVX
+$94.4K
5
T icon
AT&T
T
+$93K

Sector Composition

1 Technology 18.08%
2 Consumer Discretionary 3.55%
3 Financials 3.14%
4 Healthcare 2.76%
5 Communication Services 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$38K 0.02%
195
+17
277
$38K 0.02%
202
-18
278
$37K 0.02%
631
+329
279
$37K 0.02%
1,563
-1,585
280
$37K 0.02%
1,127
-153
281
$37K 0.02%
592
+2
282
$37K 0.02%
1,300
-365
283
$36K 0.02%
98
-7
284
$36K 0.02%
69
285
$36K 0.02%
1,005
-53
286
$36K 0.02%
552
287
$36K 0.02%
1,858
+14
288
$36K 0.02%
712
289
$36K 0.02%
232
-44
290
$35K 0.02%
851
-210
291
$35K 0.02%
1,521
+33
292
$35K 0.02%
1,130
293
$35K 0.02%
1,260
294
$35K 0.02%
350
295
$35K 0.02%
8,850
+5,500
296
$35K 0.02%
1,018
+10
297
$35K 0.02%
780
298
$35K 0.02%
399
-30
299
$34K 0.02%
604
+124
300
$34K 0.02%
828
-63
10 11
12
13 14