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
351
$26K 0.02%
353
-105
352
$26K 0.02%
756
-204
353
$26K 0.02%
463
-316
354
$26K 0.02%
1,674
-857
355
$26K 0.02%
+1,046
356
$26K 0.02%
+564
357
$26K 0.02%
636
358
$26K 0.02%
396
+13
359
$26K 0.02%
281
360
$26K 0.02%
132
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361
$25K 0.02%
153
+7
362
$25K 0.02%
114
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363
$25K 0.02%
2,725
364
$25K 0.02%
684
-591
365
$25K 0.02%
834
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366
$25K 0.02%
43
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367
$25K 0.02%
9,519
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368
$25K 0.02%
450
369
$24K 0.02%
629
-1,025
370
$24K 0.02%
210
371
$24K 0.02%
+1,424
372
$24K 0.02%
480
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373
$24K 0.02%
270
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374
$24K 0.02%
413
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375
$24K 0.02%
161
13 14
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