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
501
$11K 0.01%
115
502
$11K 0.01%
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+120
503
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+1
504
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505
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506
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507
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+1
508
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109
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509
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-6
510
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511
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512
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295
+3
513
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+23
514
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182
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515
$11K 0.01%
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516
$11K 0.01%
+325
517
$10K 0.01%
+1,340
518
$10K 0.01%
+1,048
519
$10K 0.01%
111
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520
$10K 0.01%
388
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521
$10K 0.01%
394
-508
522
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+282
523
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524
$10K 0.01%
375
525
$10K 0.01%
258
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