LWM

Liberty Wealth Management Portfolio holdings

AUM $800M
1-Year Est. Return 20.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.44%
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
601
$6K ﹤0.01%
34
-13
602
$6K ﹤0.01%
+125
603
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36
604
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+33
605
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51
606
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162
+100
607
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50
608
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+45
609
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255
+146
610
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250
-250
611
$6K ﹤0.01%
+250
612
$6K ﹤0.01%
75
613
$5K ﹤0.01%
175
614
$5K ﹤0.01%
951
615
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37
616
$5K ﹤0.01%
44
-78
617
$5K ﹤0.01%
89
618
$5K ﹤0.01%
+50
619
$5K ﹤0.01%
166
-4
620
$5K ﹤0.01%
181
+1
621
$5K ﹤0.01%
46
-4
622
$5K ﹤0.01%
44
623
$5K ﹤0.01%
105
+1
624
$5K ﹤0.01%
52
+1
625
$5K ﹤0.01%
+44
23 24
25
26 27