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 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%
146
602
$6K ﹤0.01%
204
+5
603
$6K ﹤0.01%
118
+18
604
$6K ﹤0.01%
34
-13
605
$6K ﹤0.01%
+125
606
$6K ﹤0.01%
36
607
$6K ﹤0.01%
+33
608
$6K ﹤0.01%
51
609
$6K ﹤0.01%
162
+100
610
$6K ﹤0.01%
50
611
$6K ﹤0.01%
+45
612
$6K ﹤0.01%
255
+146
613
$5K ﹤0.01%
77
614
$5K ﹤0.01%
58
+1
615
$5K ﹤0.01%
117
616
$5K ﹤0.01%
24
617
$5K ﹤0.01%
377
-74
618
$5K ﹤0.01%
195
619
$5K ﹤0.01%
+140
620
$5K ﹤0.01%
175
621
$5K ﹤0.01%
951
622
$5K ﹤0.01%
37
623
$5K ﹤0.01%
44
-78
624
$5K ﹤0.01%
89
625
$5K ﹤0.01%
+50
23 24
25
26 27