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
801
$1K ﹤0.01%
+8
802
$1K ﹤0.01%
19
803
$1K ﹤0.01%
+132
804
$1K ﹤0.01%
73
805
$1K ﹤0.01%
39
+22
806
$1K ﹤0.01%
+43
807
$1K ﹤0.01%
10
808
$1K ﹤0.01%
5
809
$1K ﹤0.01%
30
+15
810
$1K ﹤0.01%
31
811
$1K ﹤0.01%
6
812
$1K ﹤0.01%
9
813
$1K ﹤0.01%
10
814
$1K ﹤0.01%
+65
815
$1K ﹤0.01%
5
+2
816
$1K ﹤0.01%
10
817
$1K ﹤0.01%
20
818
$1K ﹤0.01%
+500
819
$1K ﹤0.01%
+32
820
$1K ﹤0.01%
+10
821
$1K ﹤0.01%
+25
822
$1K ﹤0.01%
14
823
$1K ﹤0.01%
100
824
$1K ﹤0.01%
+43
825
$1K ﹤0.01%
29
31 32
33
34 35