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
526
$10K 0.01%
86
+8
527
$10K 0.01%
175
-4
528
$9K 0.01%
123
-4
529
$9K 0.01%
341
530
$9K 0.01%
117
-3
531
$9K 0.01%
+70
532
$9K 0.01%
196
-4
533
$9K 0.01%
400
-167
534
$9K 0.01%
+516
535
$9K 0.01%
+142
536
$9K 0.01%
137
-5
537
$9K 0.01%
203
+126
538
$9K 0.01%
270
+112
539
$9K 0.01%
114
540
$9K 0.01%
56
+50
541
$9K 0.01%
190
+106
542
$9K 0.01%
1,867
+576
543
$9K 0.01%
129
-4
544
$9K 0.01%
533
+11
545
$9K 0.01%
1,402
546
$9K 0.01%
+363
547
$9K 0.01%
191
548
$9K 0.01%
+79
549
$9K 0.01%
142
550
$9K 0.01%
74
20 21
22
23 24