LWM

Liberty Wealth Management Portfolio holdings

AUM $638M
1-Year Est. Return 13.75%
This Quarter Est. Return
1 Year Est. Return
+13.75%
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 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$803K 0.7%
14,840
+11,740
27
$782K 0.69%
7,129
+3,020
28
$769K 0.67%
11,150
-85
29
$754K 0.66%
7,960
+2,640
30
$730K 0.64%
6,584
-238
31
$729K 0.64%
4,461
+42
32
$707K 0.62%
4,615
+566
33
$701K 0.61%
8,362
+4,764
34
$685K 0.6%
3,948
+2,722
35
$677K 0.59%
14,142
+11,047
36
$664K 0.58%
+8,759
37
$646K 0.57%
11,339
+4,553
38
$645K 0.57%
12,652
+701
39
$645K 0.57%
3,901
-29
40
$630K 0.55%
3,265
-73
41
$630K 0.55%
4,741
42
$625K 0.55%
10,132
+2,158
43
$611K 0.54%
20,400
-3,852
44
$569K 0.5%
4,826
+42
45
$566K 0.5%
31,728
46
$549K 0.48%
18,922
+2,133
47
$539K 0.47%
4,940
+953
48
$526K 0.46%
11,110
+3,725
49
$510K 0.45%
2,929
-39
50
$505K 0.44%
4,694
+3,560
1
2
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