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
451
$15K 0.01%
413
+3
452
$15K 0.01%
2,700
453
$15K 0.01%
+204
454
$15K 0.01%
146
455
$15K 0.01%
261
456
$15K 0.01%
+350
457
$15K 0.01%
109
+7
458
$15K 0.01%
+255
459
$15K 0.01%
436
460
$15K 0.01%
475
461
$15K 0.01%
930
+5
462
$14K 0.01%
+942
463
$14K 0.01%
526
464
$14K 0.01%
+160
465
$14K 0.01%
+300
466
$14K 0.01%
+400
467
$14K 0.01%
+463
468
$14K 0.01%
345
469
$14K 0.01%
+490
470
$14K 0.01%
340
471
$13K 0.01%
+225
472
$13K 0.01%
243
473
$13K 0.01%
+724
474
$13K 0.01%
747
+228
475
$13K 0.01%
197
17 18
19
20 21