LWM

Liberty Wealth Management Portfolio holdings

AUM $638M
1-Year Est. Return 13.75%
This Quarter Est. Return
1 Year Est. Return
+13.75%
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
+$3.24M
2
+$1.65M
3
+$1.49M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$890K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$871K

Top Sells

1
+$22.9M
2
+$22.2M
3
+$2.03M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$451K
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$417K

Sector Composition

1 Technology 16.4%
2 Energy 8.03%
3 Financials 5.3%
4 Industrials 4.67%
5 Communication Services 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$499K 0.44%
6,866
+35
52
$494K 0.43%
3,749
+3,080
53
$482K 0.42%
3,460
+2,504
54
$450K 0.39%
1,883
55
$438K 0.38%
1,496
+233
56
$434K 0.38%
10,136
+10,112
57
$431K 0.38%
8,464
-39,858
58
$417K 0.37%
2,232
+60
59
$408K 0.36%
7,145
+2,744
60
$397K 0.35%
1,361
61
$387K 0.34%
1,456
+671
62
$382K 0.34%
3,224
+182
63
$379K 0.33%
2,243
+1,388
64
$374K 0.33%
9,635
+1,430
65
$371K 0.33%
4,063
+204
66
$367K 0.32%
7,132
+7,102
67
$360K 0.32%
9,000
68
$360K 0.32%
6,014
69
$358K 0.31%
6,729
70
$355K 0.31%
8,634
-227
71
$352K 0.31%
8,580
+35
72
$352K 0.31%
11,142
-406
73
$339K 0.3%
2,745
+719
74
$338K 0.3%
4,405
+873
75
$336K 0.29%
1,821
+1,073
1 2
3
4 5