LWM
Liberty Wealth Management Portfolio holdings
AUM
$638M
1-Year Return
13.75%
This Quarter Return
+1.83%
1 Year Return
+13.75%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$106M
AUM Growth
-$8.34M
(-7.3%)
Cap. Flow
-$10.2M
Cap. Flow
% of AUM
-9.69%
Top 10 Holdings %
Top 10 Hldgs %
38.01%
Holding
1,041
New
106
Increased
269
Reduced
260
Closed
154
Top Buys
| 1 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$995K |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$654K |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
+$612K |
| 4 |
iShares MBS ETF
MBB
|
+$595K |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$578K |
Top Sells
| 1 |
Chevron
CVX
|
+$3.04M |
| 2 |
Apple
AAPL
|
+$1.84M |
| 3 |
Boeing
BA
|
+$1.63M |
| 4 |
Eversource Energy
ES
|
+$748K |
| 5 |
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% |
