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
$114M
AUM Growth
-$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
973
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$1.63M
3
+$1.49M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$875K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$854K

Top Sells

1
+$22.8M
2
+$22.4M
3
+$1.95M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$451K
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$405K

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
801
$1K ﹤0.01%
12
802
$1K ﹤0.01%
11
803
$1K ﹤0.01%
23
804
$1K ﹤0.01%
47
-1
805
$1K ﹤0.01%
+8
806
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8
807
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4
808
$1K ﹤0.01%
+82
809
$1K ﹤0.01%
+10
810
$1K ﹤0.01%
26
811
$1K ﹤0.01%
40
812
$1K ﹤0.01%
173
-184
813
$1K ﹤0.01%
52
814
$1K ﹤0.01%
26
815
$1K ﹤0.01%
+211
816
$1K ﹤0.01%
4
817
$1K ﹤0.01%
15
818
$1K ﹤0.01%
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819
$1K ﹤0.01%
+132
820
$1K ﹤0.01%
73
821
$1K ﹤0.01%
39
+22
822
$1K ﹤0.01%
+43
823
$1K ﹤0.01%
100
824
$1K ﹤0.01%
16
825
$1K ﹤0.01%
10
31 32
33
34 35