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
301
$35K 0.03%
4,250
302
$34K 0.03%
146
-451
303
$34K 0.03%
+586
304
$34K 0.03%
1,160
+3
305
$34K 0.03%
+3,200
306
$34K 0.03%
873
307
$33K 0.03%
1,991
-31
308
$33K 0.03%
1,873
+11
309
$33K 0.03%
551
310
$33K 0.03%
232
+123
311
$32K 0.03%
350
312
$32K 0.03%
558
+3
313
$32K 0.03%
1,586
+39
314
$32K 0.03%
652
315
$32K 0.03%
2,261
+523
316
$32K 0.03%
662
-152
317
$32K 0.03%
6,215
318
$31K 0.03%
1,600
319
$31K 0.03%
+610
320
$30K 0.03%
1,047
-24
321
$30K 0.03%
1,080
+170
322
$30K 0.03%
188
+120
323
$30K 0.03%
642
-117
324
$30K 0.03%
4,370
-3,640
325
$30K 0.03%
2,007
+40
11 12
13
14 15