LWM

Liberty Wealth Management Portfolio holdings

AUM $775M
1-Year Est. Return 18.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.64%
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
+$987K
2
+$647K
3
+$605K
4
MBB icon
iShares MBS ETF
MBB
+$592K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$561K

Top Sells

1
+$3.11M
2
+$1.72M
3
+$1.53M
4
ES icon
Eversource Energy
ES
+$683K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$529K

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%
36
727
$2K ﹤0.01%
45
728
$2K ﹤0.01%
46
729
$2K ﹤0.01%
47
730
$2K ﹤0.01%
110
+2
731
$2K ﹤0.01%
21
-7
732
$2K ﹤0.01%
15
733
$2K ﹤0.01%
13
734
$2K ﹤0.01%
66
735
$2K ﹤0.01%
34
736
$2K ﹤0.01%
7
737
$2K ﹤0.01%
39
738
$2K ﹤0.01%
26
739
$2K ﹤0.01%
301
+121
740
$2K ﹤0.01%
30
-7,102
741
$2K ﹤0.01%
38
-10,098
742
$2K ﹤0.01%
40
743
$2K ﹤0.01%
+24
744
$2K ﹤0.01%
12
745
$2K ﹤0.01%
+140
746
$2K ﹤0.01%
16
747
$2K ﹤0.01%
83
748
$2K ﹤0.01%
+63
749
$2K ﹤0.01%
15
750
$2K ﹤0.01%
42
28 29
30
31 32