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
351
$28K 0.02%
112
352
$27K 0.02%
855
+3
353
$27K 0.02%
9,530
+95
354
$27K 0.02%
329
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355
$27K 0.02%
922
+12
356
$27K 0.02%
+860
357
$27K 0.02%
203
-1
358
$27K 0.02%
294
+200
359
$26K 0.02%
508
+298
360
$26K 0.02%
876
361
$26K 0.02%
464
362
$26K 0.02%
636
363
$26K 0.02%
+197
364
$26K 0.02%
281
365
$26K 0.02%
910
+350
366
$26K 0.02%
840
+122
367
$26K 0.02%
+532
368
$25K 0.02%
92
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369
$25K 0.02%
1,367
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370
$25K 0.02%
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371
$25K 0.02%
450
372
$25K 0.02%
+121
373
$25K 0.02%
520
374
$25K 0.02%
1,565
375
$24K 0.02%
214
13 14
15
16 17