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
$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 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$3K ﹤0.01%
150
+3
727
$3K ﹤0.01%
+102
728
$3K ﹤0.01%
40
729
$3K ﹤0.01%
100
730
$3K ﹤0.01%
23
+9
731
$3K ﹤0.01%
+180
732
$3K ﹤0.01%
14
733
$3K ﹤0.01%
588
+500
734
$3K ﹤0.01%
120
-50
735
$3K ﹤0.01%
37
736
$3K ﹤0.01%
348
+3
737
$3K ﹤0.01%
311
738
$2K ﹤0.01%
108
+1
739
$2K ﹤0.01%
28
740
$2K ﹤0.01%
+200
741
$2K ﹤0.01%
33
+12
742
$2K ﹤0.01%
+272
743
$2K ﹤0.01%
5
744
$2K ﹤0.01%
33
745
$2K ﹤0.01%
398
-2,714
746
$2K ﹤0.01%
28
747
$2K ﹤0.01%
72
+18
748
$2K ﹤0.01%
21
749
$2K ﹤0.01%
36
750
$2K ﹤0.01%
+45
28 29
30
31 32