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
$114M
AUM Growth
-$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
973
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$1.65M
3
+$1.49M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$890K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$871K

Top Sells

1
+$22.9M
2
+$22.2M
3
+$2.03M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$451K
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$417K

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
576
$8K 0.01%
256
-16
577
$8K 0.01%
149
578
$8K 0.01%
2,632
+180
579
$7K 0.01%
+416
580
$7K 0.01%
+276
581
$7K 0.01%
+106
582
$7K 0.01%
30
583
$7K 0.01%
+404
584
$7K 0.01%
+115
585
$7K 0.01%
160
-21
586
$7K 0.01%
+119
587
$7K 0.01%
155
588
$7K 0.01%
145
589
$7K 0.01%
259
590
$7K 0.01%
113
591
$7K 0.01%
193
592
$7K 0.01%
+13
593
$7K 0.01%
471
+427
594
$7K 0.01%
150
595
$7K 0.01%
+106
596
$7K 0.01%
281
+165
597
$7K 0.01%
124
598
$7K 0.01%
213
+1
599
$7K 0.01%
29
600
$7K 0.01%
+230
22 23
24
25 26