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
$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
751
$2K ﹤0.01%
69
752
$2K ﹤0.01%
87
753
$2K ﹤0.01%
134
+2
754
$2K ﹤0.01%
184
+178
755
$2K ﹤0.01%
100
756
$2K ﹤0.01%
168
-375
757
$2K ﹤0.01%
+38
758
$2K ﹤0.01%
+21
759
$2K ﹤0.01%
+5
760
$2K ﹤0.01%
+20
761
$2K ﹤0.01%
+19
762
$2K ﹤0.01%
+6
763
$2K ﹤0.01%
44
764
$2K ﹤0.01%
12
765
$2K ﹤0.01%
51
766
$2K ﹤0.01%
21
767
$2K ﹤0.01%
+55
768
$2K ﹤0.01%
33
-10
769
$2K ﹤0.01%
43
770
$2K ﹤0.01%
209
+13
771
$2K ﹤0.01%
+100
772
$2K ﹤0.01%
113
+1
773
$2K ﹤0.01%
17
774
$2K ﹤0.01%
31
775
$2K ﹤0.01%
+26
29 30
31
32 33