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 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
576
$7K ﹤0.01%
7
+1
577
$7K ﹤0.01%
+70
578
$7K ﹤0.01%
437
579
$7K ﹤0.01%
107
580
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73
581
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133
582
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206
583
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31
584
$6K ﹤0.01%
89
+1
585
$6K ﹤0.01%
125
+1
586
$6K ﹤0.01%
2,453
+62
587
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54
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182
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590
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137
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591
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250
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75
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256
595
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203
596
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1,759
+1,104
597
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57
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598
$6K ﹤0.01%
518
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203
600
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951
-157