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
676
$4K ﹤0.01%
91
677
$4K ﹤0.01%
18
+13
678
$4K ﹤0.01%
+151
679
$4K ﹤0.01%
238
+165
680
$4K ﹤0.01%
+17
681
$4K ﹤0.01%
124
-4,056
682
$4K ﹤0.01%
+45
683
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26
684
$4K ﹤0.01%
44
685
$4K ﹤0.01%
19
686
$4K ﹤0.01%
95
+76
687
$4K ﹤0.01%
26
688
$4K ﹤0.01%
65
+49
689
$4K ﹤0.01%
88
+8
690
$4K ﹤0.01%
+41
691
$4K ﹤0.01%
44
+34
692
$3K ﹤0.01%
20
-99
693
$3K ﹤0.01%
168
-556
694
$3K ﹤0.01%
21
695
$3K ﹤0.01%
+1,000
696
$3K ﹤0.01%
14
697
$3K ﹤0.01%
+25
698
$3K ﹤0.01%
+63
699
$3K ﹤0.01%
7
-3
700
$3K ﹤0.01%
54
26 27
28
29 30