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
576
$7K 0.01%
154
-80
577
$7K 0.01%
142
578
$7K 0.01%
245
-218
579
$7K 0.01%
252
-316
580
$7K 0.01%
119
581
$7K 0.01%
259
582
$7K 0.01%
273
+6
583
$7K 0.01%
+74
584
$7K 0.01%
58
585
$7K 0.01%
236
-20
586
$7K 0.01%
+84
587
$7K 0.01%
113
588
$7K 0.01%
185
-8
589
$7K 0.01%
197
-5
590
$7K 0.01%
79
-3
591
$7K 0.01%
195
592
$7K 0.01%
415
593
$7K 0.01%
150
594
$7K 0.01%
744
-1,278
595
$7K 0.01%
53
-7
596
$7K 0.01%
52
-26
597
$7K 0.01%
61
598
$7K 0.01%
267
599
$7K 0.01%
216
+2
600
$7K 0.01%
794
+195
22 23
24
25 26