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
301
$34K 0.02%
317
-24
302
$34K 0.02%
590
303
$34K 0.02%
71
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304
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295
305
$34K 0.02%
361
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788
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307
$34K 0.02%
4,520
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308
$34K 0.02%
423
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309
$33K 0.02%
1,359
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310
$33K 0.02%
383
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311
$33K 0.02%
1,800
312
$33K 0.02%
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313
$33K 0.02%
281
314
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1,362
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315
$32K 0.02%
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316
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614
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317
$32K 0.02%
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318
$32K 0.02%
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323
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324
$31K 0.02%
334
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325
$31K 0.02%
520
11 12
13
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