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 3.98%
5 Consumer Discretionary 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$2K ﹤0.01%
110
+2
727
$2K ﹤0.01%
21
-7
728
$2K ﹤0.01%
15
729
$2K ﹤0.01%
39
730
$2K ﹤0.01%
26
731
$2K ﹤0.01%
301
+121
732
$2K ﹤0.01%
30
-7,102
733
$2K ﹤0.01%
38
-10,098
734
$2K ﹤0.01%
40
735
$2K ﹤0.01%
+24
736
$2K ﹤0.01%
12
737
$2K ﹤0.01%
+140
738
$2K ﹤0.01%
16
739
$2K ﹤0.01%
76
+33
740
$2K ﹤0.01%
31
741
$2K ﹤0.01%
7
742
$2K ﹤0.01%
95
743
$2K ﹤0.01%
+14
744
$2K ﹤0.01%
+41
745
$2K ﹤0.01%
14
746
$2K ﹤0.01%
17
-45
747
$2K ﹤0.01%
+29
748
$2K ﹤0.01%
48
749
$2K ﹤0.01%
74
+49
750
$2K ﹤0.01%
13
28 29
30
31 32