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
476
$13K 0.01%
172
-10
477
$13K 0.01%
210
+1
478
$13K 0.01%
181
479
$13K 0.01%
112
480
$13K 0.01%
+225
481
$12K 0.01%
255
+3
482
$12K 0.01%
172
483
$12K 0.01%
199
+1
484
$12K 0.01%
567
+167
485
$12K 0.01%
207
486
$12K 0.01%
+210
487
$12K 0.01%
378
+165
488
$12K 0.01%
102
+1
489
$12K 0.01%
+210
490
$12K 0.01%
+500
491
$12K 0.01%
92
+42
492
$12K 0.01%
78
+3
493
$12K 0.01%
505
+183
494
$11K 0.01%
109
-29
495
$11K 0.01%
133
-6
496
$11K 0.01%
100
497
$11K 0.01%
106
498
$11K 0.01%
295
+3
499
$11K 0.01%
191
+23
500
$11K 0.01%
182
+167
18 19
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