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
326
$29K 0.03%
117
+87
327
$29K 0.03%
452
-146
328
$29K 0.03%
619
+87
329
$29K 0.03%
144
-14
330
$29K 0.03%
905
331
$29K 0.03%
201
-13
332
$29K 0.03%
1,906
+20
333
$29K 0.03%
1,600
+5
334
$29K 0.03%
373
+2
335
$28K 0.03%
153
+22
336
$28K 0.03%
293
-4
337
$27K 0.03%
331
+2
338
$27K 0.03%
221
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339
$27K 0.03%
+1,544
340
$27K 0.03%
464
341
$27K 0.03%
505
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342
$27K 0.03%
520
343
$27K 0.03%
159
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344
$27K 0.03%
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345
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110
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346
$27K 0.03%
860
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347
$27K 0.03%
92
348
$27K 0.03%
933
+11
349
$26K 0.02%
510
+2
350
$26K 0.02%
1,250
-117
12 13
14
15 16