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
$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 3.92%
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%
+225
479
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181
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112
481
$12K 0.01%
92
+42
482
$12K 0.01%
78
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483
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505
+183
484
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378
+165
485
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102
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486
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+210
487
$12K 0.01%
255
+3
488
$12K 0.01%
172
489
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490
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567
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491
$12K 0.01%
207
492
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+210
493
$12K 0.01%
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494
$11K 0.01%
83
495
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200
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497
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322
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498
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499
$11K 0.01%
214
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500
$11K 0.01%
254
+1
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