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
426
$18K 0.02%
687
427
$18K 0.02%
626
+580
428
$18K 0.02%
+3,901
429
$18K 0.02%
700
430
$18K 0.02%
324
+3
431
$18K 0.02%
+234
432
$18K 0.02%
306
+5
433
$17K 0.01%
+119
434
$17K 0.01%
145
435
$17K 0.01%
+233
436
$17K 0.01%
356
+81
437
$17K 0.01%
266
+59
438
$17K 0.01%
265
439
$17K 0.01%
1,372
+26
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
+54
445
$16K 0.01%
78
446
$16K 0.01%
687
+537
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