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
676
$4K ﹤0.01%
26
677
$4K ﹤0.01%
65
+49
678
$4K ﹤0.01%
88
+8
679
$4K ﹤0.01%
+41
680
$4K ﹤0.01%
44
+34
681
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6
-5
682
$4K ﹤0.01%
52
683
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+304
684
$4K ﹤0.01%
64
685
$4K ﹤0.01%
65
-117
686
$4K ﹤0.01%
26
+22
687
$4K ﹤0.01%
151
+31
688
$4K ﹤0.01%
357
+9
689
$4K ﹤0.01%
336
-320
690
$4K ﹤0.01%
100
691
$4K ﹤0.01%
1,338
692
$3K ﹤0.01%
+74
693
$3K ﹤0.01%
168
+132
694
$3K ﹤0.01%
130
-151
695
$3K ﹤0.01%
98
+8
696
$3K ﹤0.01%
38
697
$3K ﹤0.01%
64
698
$3K ﹤0.01%
51
-130
699
$3K ﹤0.01%
141
+12
700
$3K ﹤0.01%
37
26 27
28
29 30