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
476
$13K 0.01%
+260
477
$13K 0.01%
431
+30
478
$13K 0.01%
1,497
+498
479
$13K 0.01%
298
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480
$12K 0.01%
+603
481
$12K 0.01%
183
-12
482
$12K 0.01%
52
-26
483
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183
+1
484
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194
-5
485
$12K 0.01%
207
486
$12K 0.01%
66
+30
487
$12K 0.01%
464
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488
$12K 0.01%
107
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489
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161
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490
$12K 0.01%
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491
$12K 0.01%
92
492
$12K 0.01%
+340
493
$12K 0.01%
+154
494
$11K 0.01%
128
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495
$11K 0.01%
200
496
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815
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497
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215
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498
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255
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499
$11K 0.01%
554
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500
$11K 0.01%
173
+1
18 19
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