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
826
$1K ﹤0.01%
6
827
$1K ﹤0.01%
5
828
$1K ﹤0.01%
4
+2
829
$1K ﹤0.01%
25
830
$1K ﹤0.01%
13
831
$1K ﹤0.01%
+105
832
$1K ﹤0.01%
7
+1
833
$1K ﹤0.01%
75
834
$1K ﹤0.01%
36
835
$1K ﹤0.01%
22
836
$1K ﹤0.01%
+31
837
$1K ﹤0.01%
5
838
$1K ﹤0.01%
11
839
$1K ﹤0.01%
48
840
$1K ﹤0.01%
25
841
$1K ﹤0.01%
8
842
$1K ﹤0.01%
8
843
$1K ﹤0.01%
4
844
$1K ﹤0.01%
+82
845
$1K ﹤0.01%
+10
846
$1K ﹤0.01%
26
847
$1K ﹤0.01%
40
848
$1K ﹤0.01%
173
-184
849
$1K ﹤0.01%
52
850
$1K ﹤0.01%
26
32 33
34
35 36