LWM

Liberty Wealth Management Portfolio holdings

AUM $710M
1-Year Est. Return 15.99%
This Quarter Est. Return
1 Year Est. Return
+15.99%
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
+$995K
2
+$654K
3
+$612K
4
MBB icon
iShares MBS ETF
MBB
+$595K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$578K

Top Sells

1
+$3.04M
2
+$1.84M
3
+$1.63M
4
ES icon
Eversource Energy
ES
+$748K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$545K

Sector Composition

1 Technology 15.48%
2 Energy 5.34%
3 Financials 4.52%
4 Communication Services 3.97%
5 Consumer Discretionary 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$5K ﹤0.01%
+729
627
$5K ﹤0.01%
28
+6
628
$5K ﹤0.01%
+160
629
$5K ﹤0.01%
101
+65
630
$5K ﹤0.01%
130
631
$5K ﹤0.01%
108
-52
632
$5K ﹤0.01%
143
-419
633
$5K ﹤0.01%
195
634
$5K ﹤0.01%
175
-171
635
$5K ﹤0.01%
951
636
$5K ﹤0.01%
89
637
$5K ﹤0.01%
201
+1
638
$5K ﹤0.01%
+299
639
$5K ﹤0.01%
+266
640
$5K ﹤0.01%
213
+1
641
$5K ﹤0.01%
89
+79
642
$5K ﹤0.01%
128
+1
643
$5K ﹤0.01%
559
-286
644
$5K ﹤0.01%
132
+1
645
$5K ﹤0.01%
32
646
$5K ﹤0.01%
+36
647
$5K ﹤0.01%
+195
648
$5K ﹤0.01%
59
649
$5K ﹤0.01%
68
-15
650
$5K ﹤0.01%
19
24 25
26
27 28