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
501
$11K 0.01%
286
502
$11K 0.01%
+325
503
$11K 0.01%
115
504
$11K 0.01%
297
+120
505
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179
+1
506
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83
507
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234
-50
508
$11K 0.01%
200
-1,342
509
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322
-882
510
$11K 0.01%
835
511
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214
+2
512
$11K 0.01%
254
+1
513
$11K 0.01%
182
514
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332
+4
515
$11K 0.01%
27
516
$11K 0.01%
195
+1
517
$10K 0.01%
106
+1
518
$10K 0.01%
+181
519
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220
520
$10K 0.01%
68
-9
521
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120
522
$10K 0.01%
200
+1
523
$10K 0.01%
346
+171
524
$10K 0.01%
+1,340
525
$10K 0.01%
+1,048
19 20
21
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