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
751
$2K ﹤0.01%
31
752
$2K ﹤0.01%
7
753
$2K ﹤0.01%
95
754
$2K ﹤0.01%
+14
755
$2K ﹤0.01%
+41
756
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14
757
$2K ﹤0.01%
17
-45
758
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+29
759
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48
760
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111
+73
761
$2K ﹤0.01%
13
762
$2K ﹤0.01%
66
763
$2K ﹤0.01%
34
764
$2K ﹤0.01%
80
765
$2K ﹤0.01%
31
766
$2K ﹤0.01%
+40
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