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
576
$8K 0.01%
85
+38
577
$8K 0.01%
458
+4
578
$8K 0.01%
619
+244
579
$7K 0.01%
+416
580
$7K 0.01%
+276
581
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+106
582
$7K 0.01%
30
583
$7K 0.01%
+404
584
$7K 0.01%
+232
585
$7K 0.01%
88
-199
586
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587
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+230
588
$7K 0.01%
142
+1
589
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590
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160
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591
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+119
592
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155
593
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145
594
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595
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596
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597
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598
$7K 0.01%
471
+427
599
$7K 0.01%
150
600
$7K 0.01%
+106
22 23
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