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
$114M
AUM Growth
-$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
973
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$1.63M
3
+$1.49M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$875K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$854K

Top Sells

1
+$22.8M
2
+$22.4M
3
+$1.95M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$451K
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$405K

Sector Composition

1 Technology 16.4%
2 Energy 8.03%
3 Financials 5.3%
4 Industrials 4.67%
5 Communication Services 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$5K ﹤0.01%
335
652
$5K ﹤0.01%
130
653
$5K ﹤0.01%
195
654
$5K ﹤0.01%
123
-876
655
$5K ﹤0.01%
951
656
$5K ﹤0.01%
37
657
$5K ﹤0.01%
+217
658
$5K ﹤0.01%
103
659
$5K ﹤0.01%
+114
660
$5K ﹤0.01%
89
661
$5K ﹤0.01%
200
662
$5K ﹤0.01%
169
+1
663
$5K ﹤0.01%
+82
664
$5K ﹤0.01%
+172
665
$5K ﹤0.01%
127
666
$5K ﹤0.01%
288
+75
667
$5K ﹤0.01%
113
+1
668
$5K ﹤0.01%
32
669
$5K ﹤0.01%
+108
670
$5K ﹤0.01%
+59
671
$5K ﹤0.01%
249
672
$5K ﹤0.01%
9
673
$5K ﹤0.01%
+166
674
$5K ﹤0.01%
182
675
$5K ﹤0.01%
19
25 26
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