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
$106M
AUM Growth
-$8.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,041
New
Increased
Reduced
Closed

Top Buys

1
+$987K
2
+$647K
3
+$605K
4
MBB icon
iShares MBS ETF
MBB
+$592K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$561K

Top Sells

1
+$3.11M
2
+$1.72M
3
+$1.53M
4
ES icon
Eversource Energy
ES
+$683K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$529K

Sector Composition

1 Technology 15.48%
2 Energy 5.34%
3 Financials 4.52%
4 Communication Services 3.98%
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%
+142
529
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137
-5
530
$9K 0.01%
203
+126
531
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270
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532
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-3
533
$9K 0.01%
+70
534
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196
-4
535
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400
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536
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+516
537
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114
538
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56
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539
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190
+106
540
$9K 0.01%
1,867
+576
541
$9K 0.01%
129
-4
542
$9K 0.01%
533
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543
$9K 0.01%
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544
$9K 0.01%
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545
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191
546
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547
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123
-4
548
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142
549
$9K 0.01%
74
550
$9K 0.01%
341
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