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
301
$36K 0.03%
1,011
-56
302
$36K 0.03%
2,000
303
$36K 0.03%
206
+49
304
$36K 0.03%
2,174
+126
305
$35K 0.03%
523
+5
306
$35K 0.03%
1,157
307
$35K 0.03%
705
308
$35K 0.03%
814
+6
309
$35K 0.03%
1,595
+5
310
$35K 0.03%
263
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311
$34K 0.03%
2,022
+7
312
$34K 0.03%
119
-7
313
$34K 0.03%
472
314
$34K 0.03%
1,332
+2
315
$34K 0.03%
297
-6
316
$34K 0.03%
1,151
317
$33K 0.03%
1,071
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318
$33K 0.03%
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319
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320
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1,793
-29
321
$33K 0.03%
350
322
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254
323
$33K 0.03%
665
+106
324
$33K 0.03%
960
+198
325
$33K 0.03%
555
+3
11 12
13
14 15