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
776
$2K ﹤0.01%
44
+15
777
$2K ﹤0.01%
+41
778
$2K ﹤0.01%
67
779
$2K ﹤0.01%
14
+6
780
$2K ﹤0.01%
+48
781
$2K ﹤0.01%
100
782
$2K ﹤0.01%
64
783
$2K ﹤0.01%
158
784
$2K ﹤0.01%
66
785
$2K ﹤0.01%
+324
786
$2K ﹤0.01%
34
787
$2K ﹤0.01%
+250
788
$2K ﹤0.01%
80
+41
789
$2K ﹤0.01%
42
790
$2K ﹤0.01%
+13
791
$2K ﹤0.01%
166
792
$2K ﹤0.01%
10
-42
793
$2K ﹤0.01%
26
794
$1K ﹤0.01%
+56
795
$1K ﹤0.01%
120
796
$1K ﹤0.01%
5
797
$1K ﹤0.01%
+16
798
$1K ﹤0.01%
12
799
$1K ﹤0.01%
23
800
$1K ﹤0.01%
47
-1
30 31
32
33 34