LWM

Liberty Wealth Management Portfolio holdings

AUM $775M
1-Year Est. Return 18.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.64%
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
+$3.14M
2
+$1.63M
3
+$1.49M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$875K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$854K

Top Sells

1
+$22.8M
2
+$22.4M
3
+$1.95M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$451K
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$405K

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
401
$21K 0.02%
+193
402
$21K 0.02%
930
403
$21K 0.02%
417
-268
404
$21K 0.02%
+500
405
$21K 0.02%
800
+469
406
$20K 0.02%
204
+1
407
$20K 0.02%
234
+1
408
$20K 0.02%
465
+3
409
$20K 0.02%
410
410
$20K 0.02%
891
+6
411
$20K 0.02%
1,614
-55
412
$20K 0.02%
+280
413
$20K 0.02%
503
-32
414
$19K 0.02%
+10
415
$19K 0.02%
+1,439
416
$19K 0.02%
1,806
417
$19K 0.02%
562
+422
418
$19K 0.02%
552
+2
419
$19K 0.02%
+1,205
420
$19K 0.02%
+401
421
$18K 0.02%
162
+49
422
$18K 0.02%
598
+534
423
$18K 0.02%
+344
424
$18K 0.02%
738
425
$18K 0.02%
107
15 16
17
18 19