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
26
$793K 0.75%
6,217
-2,080
27
$766K 0.72%
10,940
-210
28
$761K 0.72%
4,574
+113
29
$755K 0.71%
6,765
+181
30
$698K 0.66%
4,599
-16
31
$680K 0.64%
13,754
-2,263
32
$648K 0.61%
22,966
-6,989
33
$634K 0.6%
3,926
+25
34
$624K 0.59%
4,789
-1,863
35
$578K 0.55%
+9,480
36
$561K 0.53%
3,152
-113
37
$557K 0.53%
31,728
38
$556K 0.53%
4,467
-2,662
39
$524K 0.5%
6,040
-1,920
40
$503K 0.48%
6,866
41
$503K 0.48%
4,219
+995
42
$491K 0.46%
2,929
43
$484K 0.46%
7,797
+7,637
44
$459K 0.43%
2,431
+199
45
$445K 0.42%
1,361
46
$444K 0.42%
1,496
47
$426K 0.4%
14,620
-4,302
48
$426K 0.4%
4,447
-379
49
$423K 0.4%
11,560
+418
50
$410K 0.39%
1,883
1
2
3 4 5