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
451
$15K 0.01%
+204
452
$15K 0.01%
146
453
$15K 0.01%
261
454
$15K 0.01%
+350
455
$15K 0.01%
109
+7
456
$15K 0.01%
+255
457
$15K 0.01%
436
458
$15K 0.01%
475
459
$15K 0.01%
930
+5
460
$15K 0.01%
413
+3
461
$15K 0.01%
2,700
462
$14K 0.01%
345
463
$14K 0.01%
+490
464
$14K 0.01%
+942
465
$14K 0.01%
526
466
$14K 0.01%
+160
467
$14K 0.01%
340
468
$14K 0.01%
+300
469
$14K 0.01%
+400
470
$14K 0.01%
+463
471
$13K 0.01%
243
472
$13K 0.01%
+724
473
$13K 0.01%
747
+228
474
$13K 0.01%
197
475
$13K 0.01%
151
+2
17 18
19
20 21