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
701
$3K ﹤0.01%
97
-133
702
$3K ﹤0.01%
+350
703
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+24
704
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149
-295
705
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+86
706
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23
707
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37
708
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+1
709
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+110
710
$3K ﹤0.01%
35
711
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22
712
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713
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38
714
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715
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51
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716
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141
+12
717
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+74
718
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168
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719
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-151
720
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37
721
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351
+3
722
$3K ﹤0.01%
311
723
$3K ﹤0.01%
+107
724
$3K ﹤0.01%
66
-14
725
$2K ﹤0.01%
34
27 28
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