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
$114M
AUM Growth
-$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
973
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$1.63M
3
+$1.49M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$875K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$854K

Top Sells

1
+$22.8M
2
+$22.4M
3
+$1.95M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$451K
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$405K

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
751
$2K ﹤0.01%
42
752
$2K ﹤0.01%
54
-11
753
$2K ﹤0.01%
106
+2
754
$2K ﹤0.01%
37
755
$2K ﹤0.01%
31
756
$2K ﹤0.01%
20
-5
757
$2K ﹤0.01%
51
+23
758
$2K ﹤0.01%
7
759
$2K ﹤0.01%
95
760
$2K ﹤0.01%
44
+15
761
$2K ﹤0.01%
+41
762
$2K ﹤0.01%
67
763
$2K ﹤0.01%
14
+6
764
$2K ﹤0.01%
+48
765
$2K ﹤0.01%
100
766
$2K ﹤0.01%
64
767
$2K ﹤0.01%
158
768
$2K ﹤0.01%
66
769
$2K ﹤0.01%
+324
770
$2K ﹤0.01%
34
771
$2K ﹤0.01%
+250
772
$2K ﹤0.01%
80
+41
773
$2K ﹤0.01%
42
774
$2K ﹤0.01%
+13
775
$2K ﹤0.01%
166
29 30
31
32 33