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

Top Buys

1
+$3.14M
2
+$1.63M
3
+$1.49M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$875K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$854K

Top Sells

1
+$22.8M
2
+$22.4M
3
+$1.95M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$451K
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$405K

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%
104
702
$4K ﹤0.01%
62
703
$4K ﹤0.01%
69
+7
704
$4K ﹤0.01%
41
+1
705
$4K ﹤0.01%
+154
706
$4K ﹤0.01%
64
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%
64
714
$3K ﹤0.01%
+141
715
$3K ﹤0.01%
150
+3
716
$3K ﹤0.01%
+38
717
$3K ﹤0.01%
77
-13
718
$3K ﹤0.01%
+120
719
$3K ﹤0.01%
54
720
$3K ﹤0.01%
+102
721
$3K ﹤0.01%
40
722
$3K ﹤0.01%
100
723
$3K ﹤0.01%
23
+9
724
$3K ﹤0.01%
+180
725
$3K ﹤0.01%
14
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30 31