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
$114M
AUM Growth
-$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
973
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$1.65M
3
+$1.49M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$890K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$871K

Top Sells

1
+$22.9M
2
+$22.2M
3
+$2.03M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$451K
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$417K

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
326
$33K 0.03%
+209
327
$33K 0.03%
+2,334
328
$32K 0.03%
538
+178
329
$32K 0.03%
454
-98
330
$31K 0.03%
458
+232
331
$31K 0.03%
491
+346
332
$31K 0.03%
886
333
$31K 0.03%
1,547
+38
334
$31K 0.03%
652
335
$31K 0.03%
568
+335
336
$31K 0.03%
158
337
$31K 0.03%
551
338
$30K 0.03%
58
-2
339
$30K 0.03%
905
340
$30K 0.03%
1,600
341
$30K 0.03%
236
+40
342
$30K 0.03%
4,250
343
$30K 0.03%
642
+625
344
$29K 0.03%
+393
345
$29K 0.03%
+261
346
$29K 0.03%
214
-20
347
$29K 0.03%
252
-251
348
$29K 0.03%
371
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349
$29K 0.03%
1,967
+39
350
$28K 0.02%
1,886
+20
12 13
14
15 16