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 3.97%
5 Consumer Discretionary 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$2K ﹤0.01%
54
752
$2K ﹤0.01%
107
+1
753
$2K ﹤0.01%
48
754
$2K ﹤0.01%
76
+33
755
$2K ﹤0.01%
31
756
$2K ﹤0.01%
7
757
$2K ﹤0.01%
95
758
$2K ﹤0.01%
+14
759
$2K ﹤0.01%
+41
760
$2K ﹤0.01%
14
761
$2K ﹤0.01%
17
-45
762
$2K ﹤0.01%
+29
763
$2K ﹤0.01%
48
764
$2K ﹤0.01%
74
+49
765
$2K ﹤0.01%
13
766
$2K ﹤0.01%
66
767
$1K ﹤0.01%
73
+1
768
$1K ﹤0.01%
+53
769
$1K ﹤0.01%
5
770
$1K ﹤0.01%
+40
771
$1K ﹤0.01%
120
772
$1K ﹤0.01%
16
773
$1K ﹤0.01%
12
774
$1K ﹤0.01%
11
775
$1K ﹤0.01%
23
29 30
31
32 33