LWM

Liberty Wealth Management Portfolio holdings

AUM $800M
1-Year Est. Return 20.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.44%
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
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108
703
$3K ﹤0.01%
+50
704
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18
-10
705
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+15
706
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86
-16
707
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22
708
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111
709
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27
+1
710
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17
711
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+8
712
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52
713
$3K ﹤0.01%
+42
714
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50
715
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13
716
$3K ﹤0.01%
+20
717
$3K ﹤0.01%
20
718
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719
$3K ﹤0.01%
+41
720
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+15
721
$3K ﹤0.01%
83
722
$3K ﹤0.01%
58
-2
723
$3K ﹤0.01%
251
724
$3K ﹤0.01%
105
725
$3K ﹤0.01%
+43
27 28
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