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
651
$4K ﹤0.01%
+77
652
$4K ﹤0.01%
64
653
$4K ﹤0.01%
27
654
$4K ﹤0.01%
103
655
$4K ﹤0.01%
44
656
$4K ﹤0.01%
12
-9
657
$4K ﹤0.01%
346
658
$4K ﹤0.01%
67
659
$4K ﹤0.01%
183
660
$4K ﹤0.01%
26
661
$4K ﹤0.01%
1,531
-933
662
$4K ﹤0.01%
55
+1
663
$4K ﹤0.01%
146
664
$4K ﹤0.01%
+64
665
$4K ﹤0.01%
146
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666
$4K ﹤0.01%
+64
667
$4K ﹤0.01%
268
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$4K ﹤0.01%
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669
$4K ﹤0.01%
140
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670
$4K ﹤0.01%
10
671
$4K ﹤0.01%
47
672
$4K ﹤0.01%
117
673
$4K ﹤0.01%
1,346
674
$4K ﹤0.01%
932
+17
675
$4K ﹤0.01%
42
25 26
27
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