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
776
$2K ﹤0.01%
7
777
$2K ﹤0.01%
27
778
$2K ﹤0.01%
+14
779
$2K ﹤0.01%
+9
780
$2K ﹤0.01%
41
781
$2K ﹤0.01%
137
782
$2K ﹤0.01%
+12
783
$2K ﹤0.01%
64
784
$2K ﹤0.01%
69
-369
785
$2K ﹤0.01%
25
786
$2K ﹤0.01%
407
+12
787
$2K ﹤0.01%
200
788
$2K ﹤0.01%
34
789
$2K ﹤0.01%
240
+40
790
$1K ﹤0.01%
14
791
$1K ﹤0.01%
12
792
$1K ﹤0.01%
+16
793
$1K ﹤0.01%
23
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794
$1K ﹤0.01%
78
795
$1K ﹤0.01%
36
-67
796
$1K ﹤0.01%
28
797
$1K ﹤0.01%
56
+1
798
$1K ﹤0.01%
4
799
$1K ﹤0.01%
179
+75
800
$1K ﹤0.01%
634
30 31
32
33 34