LWM

Liberty Wealth Management Portfolio holdings

AUM $800M
1-Year Est. Return 20.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
992
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$1.58M
3
+$1.33M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.05M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1M

Top Sells

1
+$265K
2
+$125K
3
+$104K
4
CVX icon
Chevron
CVX
+$94.4K
5
T icon
AT&T
T
+$93K

Sector Composition

1 Technology 18.08%
2 Consumer Discretionary 3.55%
3 Financials 3.14%
4 Healthcare 2.76%
5 Communication Services 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$3K ﹤0.01%
+27
727
$3K ﹤0.01%
16
-6
728
$3K ﹤0.01%
+34
729
$3K ﹤0.01%
+26
730
$3K ﹤0.01%
163
+2
731
$3K ﹤0.01%
26
732
$3K ﹤0.01%
34
733
$3K ﹤0.01%
64
734
$3K ﹤0.01%
78
-18
735
$3K ﹤0.01%
+96
736
$3K ﹤0.01%
17
737
$2K ﹤0.01%
+45
738
$2K ﹤0.01%
597
739
$2K ﹤0.01%
20
-13
740
$2K ﹤0.01%
25
741
$2K ﹤0.01%
53
742
$2K ﹤0.01%
+57
743
$2K ﹤0.01%
+23
744
$2K ﹤0.01%
+35
745
$2K ﹤0.01%
11
-2
746
$2K ﹤0.01%
115
+1
747
$2K ﹤0.01%
12
+1
748
$2K ﹤0.01%
+42
749
$2K ﹤0.01%
12
750
$2K ﹤0.01%
+20
28 29
30
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