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
751
$2K ﹤0.01%
+46
752
$2K ﹤0.01%
+47
753
$2K ﹤0.01%
+114
754
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100
755
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15
756
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36
757
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39
758
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26
759
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180
760
$2K ﹤0.01%
46
761
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32
-570
762
$2K ﹤0.01%
12
763
$2K ﹤0.01%
16
764
$2K ﹤0.01%
83
765
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+39
766
$2K ﹤0.01%
15
767
$2K ﹤0.01%
42
768
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54
-11
769
$2K ﹤0.01%
106
+2
770
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37
771
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31
772
$2K ﹤0.01%
20
-5
773
$2K ﹤0.01%
51
+23
774
$2K ﹤0.01%
7
775
$2K ﹤0.01%
95
29 30
31
32 33