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
401
$20K 0.02%
417
402
$19K 0.02%
1,439
403
$19K 0.02%
349
-347
404
$19K 0.02%
1,027
+136
405
$19K 0.02%
1,205
406
$19K 0.02%
164
-72
407
$19K 0.02%
191
-12
408
$18K 0.02%
738
409
$18K 0.02%
+712
410
$18K 0.02%
631
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411
$18K 0.02%
1,612
-2
412
$18K 0.02%
326
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413
$18K 0.02%
1,000
414
$17K 0.02%
282
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415
$17K 0.02%
425
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416
$17K 0.02%
115
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417
$17K 0.02%
1,806
418
$17K 0.02%
127
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419
$17K 0.02%
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420
$17K 0.02%
501
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421
$17K 0.02%
308
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422
$17K 0.02%
+170
423
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930
424
$16K 0.02%
213
-20
425
$16K 0.02%
687
15 16
17
18 19