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
676
$5K ﹤0.01%
303
+3
677
$5K ﹤0.01%
109
678
$5K ﹤0.01%
+175
679
$5K ﹤0.01%
100
680
$5K ﹤0.01%
1,338
681
$5K ﹤0.01%
599
-64
682
$4K ﹤0.01%
71
-3
683
$4K ﹤0.01%
189
684
$4K ﹤0.01%
18
685
$4K ﹤0.01%
+155
686
$4K ﹤0.01%
63
+21
687
$4K ﹤0.01%
10
+7
688
$4K ﹤0.01%
22
689
$4K ﹤0.01%
158
690
$4K ﹤0.01%
+135
691
$4K ﹤0.01%
105
692
$4K ﹤0.01%
26
693
$4K ﹤0.01%
44
694
$4K ﹤0.01%
19
+12
695
$4K ﹤0.01%
26
696
$4K ﹤0.01%
+80
697
$4K ﹤0.01%
84
+6
698
$4K ﹤0.01%
52
699
$4K ﹤0.01%
+56
700
$4K ﹤0.01%
980
-603
26 27
28
29 30