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
451
$14K 0.01%
+186
452
$14K 0.01%
161
-8,598
453
$14K 0.01%
345
454
$14K 0.01%
46
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455
$14K 0.01%
150
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456
$14K 0.01%
85
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457
$14K 0.01%
180
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458
$14K 0.01%
+596
459
$14K 0.01%
378
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460
$14K 0.01%
340
461
$14K 0.01%
110
462
$14K 0.01%
2,700
463
$13K 0.01%
114
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464
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227
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465
$13K 0.01%
98
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466
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156
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467
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253
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468
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200
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471
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472
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211
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474
$13K 0.01%
273
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475
$13K 0.01%
800
+710
17 18
19
20 21