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
$170M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
992
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$1.58M
3
+$1.33M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.05M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1M

Top Sells

1
+$265K
2
+$125K
3
+$104K
4
CVX icon
Chevron
CVX
+$94.4K
5
T icon
AT&T
T
+$93K

Sector Composition

1 Technology 18.08%
2 Consumer Discretionary 3.55%
3 Financials 3.14%
4 Healthcare 2.76%
5 Communication Services 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$8K ﹤0.01%
92
552
$8K ﹤0.01%
37
+5
553
$8K ﹤0.01%
466
+43
554
$8K ﹤0.01%
124
+50
555
$8K ﹤0.01%
128
+1
556
$8K ﹤0.01%
96
-5
557
$8K ﹤0.01%
100
558
$8K ﹤0.01%
844
-156
559
$8K ﹤0.01%
957
-1,783
560
$8K ﹤0.01%
160
+5
561
$8K ﹤0.01%
70
562
$8K ﹤0.01%
154
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563
$8K ﹤0.01%
51
564
$8K ﹤0.01%
341
565
$7K ﹤0.01%
180
566
$7K ﹤0.01%
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567
$7K ﹤0.01%
34
568
$7K ﹤0.01%
241
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569
$7K ﹤0.01%
671
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570
$7K ﹤0.01%
131
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571
$7K ﹤0.01%
155
572
$7K ﹤0.01%
145
573
$7K ﹤0.01%
284
+112
574
$7K ﹤0.01%
298
+6
575
$7K ﹤0.01%
247
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