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
$114M
AUM Growth
-$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
973
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$1.65M
3
+$1.49M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$890K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$871K

Top Sells

1
+$22.9M
2
+$22.2M
3
+$2.03M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$451K
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$417K

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
701
$4K ﹤0.01%
19
+12
702
$4K ﹤0.01%
26
703
$4K ﹤0.01%
+80
704
$4K ﹤0.01%
84
+6
705
$4K ﹤0.01%
52
706
$4K ﹤0.01%
+56
707
$4K ﹤0.01%
+37
708
$4K ﹤0.01%
38
709
$4K ﹤0.01%
129
+8
710
$4K ﹤0.01%
348
+8
711
$4K ﹤0.01%
+84
712
$4K ﹤0.01%
80
+46
713
$3K ﹤0.01%
+25
714
$3K ﹤0.01%
33
715
$3K ﹤0.01%
111
+1
716
$3K ﹤0.01%
35
717
$3K ﹤0.01%
58
-22
718
$3K ﹤0.01%
22
719
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90
720
$3K ﹤0.01%
+38
721
$3K ﹤0.01%
77
-13
722
$3K ﹤0.01%
+120
723
$3K ﹤0.01%
54
724
$3K ﹤0.01%
64
725
$3K ﹤0.01%
+141
27 28
29
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