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
$106M
AUM Growth
-$8.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,041
New
Increased
Reduced
Closed

Top Buys

1
+$987K
2
+$647K
3
+$605K
4
MBB icon
iShares MBS ETF
MBB
+$592K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$561K

Top Sells

1
+$3.11M
2
+$1.72M
3
+$1.53M
4
ES icon
Eversource Energy
ES
+$683K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$529K

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
701
$3K ﹤0.01%
351
+3
702
$3K ﹤0.01%
311
703
$3K ﹤0.01%
+107
704
$3K ﹤0.01%
66
-14
705
$3K ﹤0.01%
+25
706
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20
-99
707
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168
-556
708
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21
709
$3K ﹤0.01%
+1,000
710
$3K ﹤0.01%
+63
711
$3K ﹤0.01%
7
-3
712
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54
713
$3K ﹤0.01%
97
-133
714
$3K ﹤0.01%
+350
715
$3K ﹤0.01%
+24
716
$3K ﹤0.01%
149
-295
717
$3K ﹤0.01%
+86
718
$3K ﹤0.01%
23
719
$3K ﹤0.01%
14
720
$3K ﹤0.01%
37
721
$3K ﹤0.01%
112
+1
722
$3K ﹤0.01%
+110
723
$3K ﹤0.01%
35
724
$3K ﹤0.01%
22
725
$2K ﹤0.01%
29
-4
27 28
29
30 31