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
$106M
AUM Growth
-$8.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,041
New
Increased
Reduced
Closed

Top Buys

1
+$987K
2
+$647K
3
+$605K
4
MBB icon
iShares MBS ETF
MBB
+$592K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$561K

Top Sells

1
+$3.11M
2
+$1.72M
3
+$1.53M
4
ES icon
Eversource Energy
ES
+$683K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$529K

Sector Composition

1 Technology 15.48%
2 Energy 5.34%
3 Financials 4.52%
4 Communication Services 3.98%
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%
+712
409
$18K 0.02%
738
410
$18K 0.02%
631
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411
$18K 0.02%
1,612
-2
412
$18K 0.02%
326
+2
413
$18K 0.02%
1,000
414
$17K 0.02%
425
-511
415
$17K 0.02%
115
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416
$17K 0.02%
1,806
417
$17K 0.02%
127
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418
$17K 0.02%
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419
$17K 0.02%
501
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420
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308
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421
$17K 0.02%
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422
$17K 0.02%
930
423
$17K 0.02%
282
-1
424
$16K 0.02%
213
-20
425
$16K 0.02%
687
15 16
17
18 19