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
426
$16K 0.02%
261
427
$16K 0.02%
266
428
$16K 0.02%
265
429
$16K 0.02%
410
430
$16K 0.02%
147
+138
431
$16K 0.02%
1,398
+26
432
$16K 0.02%
184
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433
$16K 0.02%
207
-16
434
$16K 0.02%
202
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435
$16K 0.02%
275
+231
436
$16K 0.02%
930
437
$16K 0.02%
140
+28
438
$16K 0.02%
+269
439
$15K 0.01%
226
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440
$15K 0.01%
795
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441
$15K 0.01%
784
-5,145
442
$15K 0.01%
949
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443
$15K 0.01%
289
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$15K 0.01%
400
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445
$15K 0.01%
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446
$15K 0.01%
69
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447
$15K 0.01%
+481
448
$14K 0.01%
155
+147
449
$14K 0.01%
1,415
+508
450
$14K 0.01%
365
+100
16 17
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19 20