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
651
$5K ﹤0.01%
123
652
$5K ﹤0.01%
307
+4
653
$5K ﹤0.01%
+578
654
$5K ﹤0.01%
368
-432
655
$4K ﹤0.01%
100
656
$4K ﹤0.01%
+479
657
$4K ﹤0.01%
+92
658
$4K ﹤0.01%
153
+3
659
$4K ﹤0.01%
335
660
$4K ﹤0.01%
6
-5
661
$4K ﹤0.01%
52
662
$4K ﹤0.01%
+304
663
$4K ﹤0.01%
+176
664
$4K ﹤0.01%
69
665
$4K ﹤0.01%
41
666
$4K ﹤0.01%
64
667
$4K ﹤0.01%
65
-117
668
$4K ﹤0.01%
26
+22
669
$4K ﹤0.01%
151
+31
670
$4K ﹤0.01%
357
+9
671
$4K ﹤0.01%
336
-320
672
$4K ﹤0.01%
1,338
673
$4K ﹤0.01%
82
+54
674
$4K ﹤0.01%
71
675
$4K ﹤0.01%
+77
25 26
27
28 29