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
$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
701
$3K ﹤0.01%
+32
702
$3K ﹤0.01%
648
-877
703
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+32
704
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108
705
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105
706
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+43
707
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251
708
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+27
709
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16
-6
710
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711
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+26
712
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163
+2
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26
714
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34
715
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64
716
$3K ﹤0.01%
78
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717
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718
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719
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+50
720
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-10
721
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+15
722
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86
-16
723
$3K ﹤0.01%
22
724
$3K ﹤0.01%
111
725
$3K ﹤0.01%
27
+1
27 28
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