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
801
$1K ﹤0.01%
161
802
$1K ﹤0.01%
15
803
$1K ﹤0.01%
14
-46
804
$1K ﹤0.01%
49
805
$1K ﹤0.01%
16
806
$1K ﹤0.01%
28
-296
807
$1K ﹤0.01%
11
-28
808
$1K ﹤0.01%
10
809
$1K ﹤0.01%
5
810
$1K ﹤0.01%
48
811
$1K ﹤0.01%
6
812
$1K ﹤0.01%
122
+1
813
$1K ﹤0.01%
10
814
$1K ﹤0.01%
5
815
$1K ﹤0.01%
11
816
$1K ﹤0.01%
6
817
$1K ﹤0.01%
26
818
$1K ﹤0.01%
12
819
$1K ﹤0.01%
71
+2
820
$1K ﹤0.01%
249
821
$1K ﹤0.01%
+51
822
$1K ﹤0.01%
34
823
$1K ﹤0.01%
15
824
$1K ﹤0.01%
14
825
$1K ﹤0.01%
+30
31 32
33
34 35