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
651
$5K ﹤0.01%
19
652
$5K ﹤0.01%
123
653
$5K ﹤0.01%
307
+4
654
$5K ﹤0.01%
368
-432
655
$4K ﹤0.01%
+176
656
$4K ﹤0.01%
69
657
$4K ﹤0.01%
41
658
$4K ﹤0.01%
82
+54
659
$4K ﹤0.01%
71
660
$4K ﹤0.01%
+77
661
$4K ﹤0.01%
91
662
$4K ﹤0.01%
18
+13
663
$4K ﹤0.01%
+151
664
$4K ﹤0.01%
+479
665
$4K ﹤0.01%
+92
666
$4K ﹤0.01%
153
+3
667
$4K ﹤0.01%
335
668
$4K ﹤0.01%
238
+165
669
$4K ﹤0.01%
+17
670
$4K ﹤0.01%
124
-4,056
671
$4K ﹤0.01%
+45
672
$4K ﹤0.01%
26
673
$4K ﹤0.01%
44
674
$4K ﹤0.01%
19
675
$4K ﹤0.01%
95
+76
25 26
27
28 29