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
51
$386K 0.37%
3,875
-1,065
52
$384K 0.36%
1,008
-4,286
53
$377K 0.36%
6,859
-4,480
54
$367K 0.35%
9,500
-135
55
$363K 0.34%
3,860
-41
56
$362K 0.34%
1,560
+583
57
$360K 0.34%
5,900
-8,940
58
$359K 0.34%
6,729
59
$348K 0.33%
6,014
60
$334K 0.32%
3,847
-216
61
$331K 0.31%
5,627
+45
62
$330K 0.31%
8,673
+93
63
$327K 0.31%
9,000
64
$321K 0.3%
7,980
+2,024
65
$321K 0.3%
5,313
-1,832
66
$318K 0.3%
2,704
+1,122
67
$316K 0.3%
24,821
+57
68
$304K 0.29%
8,927
+293
69
$299K 0.28%
18,645
+3,750
70
$291K 0.28%
2,463
-282
71
$291K 0.28%
2,426
-801
72
$287K 0.27%
2,798
+511
73
$282K 0.27%
5,594
-533
74
$273K 0.26%
2,509
+334
75
$273K 0.26%
3,862
-543
1 2
3
4 5