LWM

Liberty Wealth Management Portfolio holdings

AUM $800M
1-Year Est. Return 20.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.44%
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
676
$4K ﹤0.01%
170
+24
677
$4K ﹤0.01%
+65
678
$4K ﹤0.01%
69
-2
679
$4K ﹤0.01%
+16
680
$4K ﹤0.01%
166
681
$4K ﹤0.01%
129
-16
682
$4K ﹤0.01%
37
+22
683
$4K ﹤0.01%
80
684
$4K ﹤0.01%
422
+20
685
$4K ﹤0.01%
134
+1
686
$4K ﹤0.01%
146
+5
687
$3K ﹤0.01%
10
+5
688
$3K ﹤0.01%
+116
689
$3K ﹤0.01%
188
+5
690
$3K ﹤0.01%
+84
691
$3K ﹤0.01%
18
692
$3K ﹤0.01%
199
693
$3K ﹤0.01%
65
694
$3K ﹤0.01%
+120
695
$3K ﹤0.01%
+83
696
$3K ﹤0.01%
500
+150
697
$3K ﹤0.01%
51
+5
698
$3K ﹤0.01%
+52
699
$3K ﹤0.01%
+32
700
$3K ﹤0.01%
648
-877
26 27
28
29 30