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 3.98%
5 Consumer Discretionary 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$4K ﹤0.01%
18
+13
677
$4K ﹤0.01%
+151
678
$4K ﹤0.01%
238
+165
679
$4K ﹤0.01%
+17
680
$4K ﹤0.01%
88
+8
681
$4K ﹤0.01%
+41
682
$4K ﹤0.01%
44
+34
683
$4K ﹤0.01%
69
684
$4K ﹤0.01%
41
685
$4K ﹤0.01%
64
686
$4K ﹤0.01%
65
-117
687
$4K ﹤0.01%
26
+22
688
$4K ﹤0.01%
151
+31
689
$4K ﹤0.01%
357
+9
690
$4K ﹤0.01%
336
-320
691
$4K ﹤0.01%
1,338
692
$3K ﹤0.01%
54
693
$3K ﹤0.01%
97
-133
694
$3K ﹤0.01%
+350
695
$3K ﹤0.01%
+24
696
$3K ﹤0.01%
149
-295
697
$3K ﹤0.01%
+86
698
$3K ﹤0.01%
14
699
$3K ﹤0.01%
+25
700
$3K ﹤0.01%
20
-99
26 27
28
29 30