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
626
$5K ﹤0.01%
29
+4
627
$5K ﹤0.01%
100
628
$5K ﹤0.01%
+114
629
$5K ﹤0.01%
35
630
$5K ﹤0.01%
22
+18
631
$5K ﹤0.01%
93
+4
632
$5K ﹤0.01%
236
+5
633
$5K ﹤0.01%
249
634
$5K ﹤0.01%
+162
635
$5K ﹤0.01%
152
+1
636
$5K ﹤0.01%
140
+45
637
$5K ﹤0.01%
590
+6
638
$5K ﹤0.01%
235
+21
639
$5K ﹤0.01%
1,482
+505
640
$5K ﹤0.01%
77
641
$5K ﹤0.01%
58
+1
642
$5K ﹤0.01%
117
643
$5K ﹤0.01%
24
644
$5K ﹤0.01%
377
-74
645
$5K ﹤0.01%
195
646
$5K ﹤0.01%
+140
647
$4K ﹤0.01%
+50
648
$4K ﹤0.01%
183
649
$4K ﹤0.01%
26
650
$4K ﹤0.01%
1,531
-933
24 25
26
27 28