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
526
$10K 0.01%
111
+75
527
$10K 0.01%
388
+82
528
$10K 0.01%
394
-508
529
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+282
530
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+106
531
$10K 0.01%
375
532
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258
533
$10K 0.01%
330
-70
534
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78
+26
535
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125
536
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101
537
$10K 0.01%
+442
538
$10K 0.01%
+656
539
$10K 0.01%
+452
540
$9K 0.01%
341
541
$9K 0.01%
265
542
$9K 0.01%
444
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543
$9K 0.01%
301
+1
544
$9K 0.01%
114
545
$9K 0.01%
276
546
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547
$9K 0.01%
522
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548
$9K 0.01%
+160
549
$9K 0.01%
845
-694
550
$9K 0.01%
+242
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