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
$170M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
992
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$1.58M
3
+$1.33M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.05M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1M

Top Sells

1
+$265K
2
+$125K
3
+$104K
4
CVX icon
Chevron
CVX
+$94.4K
5
T icon
AT&T
T
+$93K

Sector Composition

1 Technology 18.08%
2 Consumer Discretionary 3.55%
3 Financials 3.14%
4 Healthcare 2.76%
5 Communication Services 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$20K 0.01%
258
+48
402
$20K 0.01%
558
+2
403
$20K 0.01%
390
404
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310
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405
$20K 0.01%
96
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406
$20K 0.01%
178
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407
$19K 0.01%
699
+2
408
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621
409
$19K 0.01%
249
+2
410
$19K 0.01%
658
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411
$19K 0.01%
410
412
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400
413
$19K 0.01%
546
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414
$19K 0.01%
810
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415
$18K 0.01%
221
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416
$18K 0.01%
78
417
$18K 0.01%
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418
$18K 0.01%
334
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419
$18K 0.01%
1,311
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420
$18K 0.01%
650
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421
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81
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422
$18K 0.01%
403
423
$17K 0.01%
291
424
$17K 0.01%
100
+98
425
$17K 0.01%
+275
15 16
17
18 19