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
551
$9K 0.01%
124
+1
552
$9K 0.01%
123
+1
553
$9K 0.01%
1,402
554
$9K 0.01%
+999
555
$9K 0.01%
167
556
$9K 0.01%
127
+1
557
$9K 0.01%
142
558
$9K 0.01%
74
559
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+167
560
$8K 0.01%
+1,512
561
$8K 0.01%
97
562
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420
563
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+103
564
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+267
565
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256
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566
$8K 0.01%
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567
$8K 0.01%
2,632
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568
$8K 0.01%
415
569
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+199
570
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365
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572
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573
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196
574
$8K 0.01%
267
575
$8K 0.01%
123
+48
21 22
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24 25