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
626
$5K ﹤0.01%
166
-4
627
$5K ﹤0.01%
181
+1
628
$5K ﹤0.01%
46
-4
629
$5K ﹤0.01%
44
630
$5K ﹤0.01%
105
+1
631
$5K ﹤0.01%
52
+1
632
$5K ﹤0.01%
+44
633
$5K ﹤0.01%
29
+4
634
$5K ﹤0.01%
100
635
$5K ﹤0.01%
+114
636
$5K ﹤0.01%
35
637
$5K ﹤0.01%
22
+18
638
$5K ﹤0.01%
93
+4
639
$5K ﹤0.01%
236
+5
640
$5K ﹤0.01%
249
641
$5K ﹤0.01%
+162
642
$5K ﹤0.01%
152
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643
$5K ﹤0.01%
140
+45
644
$5K ﹤0.01%
590
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645
$5K ﹤0.01%
235
+21
646
$5K ﹤0.01%
1,482
+505
647
$4K ﹤0.01%
146
+5
648
$4K ﹤0.01%
888
+527
649
$4K ﹤0.01%
7
650
$4K ﹤0.01%
+50
24 25
26
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