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
426
$17K 0.01%
1,835
-468
427
$17K 0.01%
312
428
$17K 0.01%
+754
429
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420
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430
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618
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431
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432
$17K 0.01%
340
433
$16K 0.01%
206
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434
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176
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435
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436
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437
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438
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439
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440
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443
$15K 0.01%
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448
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449
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121
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450
$15K 0.01%
97
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