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
376
$23K 0.02%
1,566
+12
377
$23K 0.02%
200
+1
378
$23K 0.02%
+621
379
$23K 0.02%
242
+1
380
$23K 0.02%
521
-12
381
$23K 0.02%
117
382
$23K 0.02%
1,247
+10
383
$23K 0.02%
246
+1
384
$23K 0.02%
+545
385
$22K 0.02%
214
386
$22K 0.02%
+342
387
$22K 0.02%
180
-89
388
$21K 0.02%
96
+78
389
$21K 0.02%
+19
390
$21K 0.02%
468
+3
391
$21K 0.02%
+694
392
$21K 0.02%
189
-72
393
$21K 0.02%
+624
394
$20K 0.02%
204
395
$20K 0.02%
410
396
$20K 0.02%
700
397
$20K 0.02%
375
-335
398
$20K 0.02%
1,000
399
$20K 0.02%
2,524
-44
400
$20K 0.02%
803
+1
14 15
16
17 18