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
$114M
AUM Growth
-$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
973
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$1.65M
3
+$1.49M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$890K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$871K

Top Sells

1
+$22.9M
2
+$22.2M
3
+$2.03M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$451K
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$417K

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
426
$18K 0.02%
306
+5
427
$18K 0.02%
324
+3
428
$18K 0.02%
162
+49
429
$18K 0.02%
598
+534
430
$18K 0.02%
+344
431
$18K 0.02%
738
432
$18K 0.02%
107
433
$17K 0.01%
1,372
+26
434
$17K 0.01%
+119
435
$17K 0.01%
145
436
$17K 0.01%
+233
437
$17K 0.01%
356
+81
438
$17K 0.01%
266
+59
439
$17K 0.01%
265
440
$17K 0.01%
1,445
+770
441
$17K 0.01%
223
442
$17K 0.01%
283
-37
443
$17K 0.01%
110
+23
444
$16K 0.01%
195
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445
$16K 0.01%
78
446
$16K 0.01%
687
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447
$16K 0.01%
1,339
+488
448
$16K 0.01%
410
-40
449
$16K 0.01%
+240
450
$16K 0.01%
+150
16 17
18
19 20