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
626
$5K ﹤0.01%
103
627
$5K ﹤0.01%
132
+18
628
$5K ﹤0.01%
89
629
$5K ﹤0.01%
201
+1
630
$5K ﹤0.01%
+299
631
$5K ﹤0.01%
+266
632
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213
+1
633
$5K ﹤0.01%
89
+79
634
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128
+1
635
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559
-286
636
$5K ﹤0.01%
+578
637
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120
+1
638
$5K ﹤0.01%
+729
639
$5K ﹤0.01%
28
+6
640
$5K ﹤0.01%
+160
641
$5K ﹤0.01%
101
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642
$5K ﹤0.01%
130
643
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108
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644
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143
-419
645
$5K ﹤0.01%
132
+1
646
$5K ﹤0.01%
32
647
$5K ﹤0.01%
+36
648
$5K ﹤0.01%
+195
649
$5K ﹤0.01%
59
650
$5K ﹤0.01%
68
-15
24 25
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27 28