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
$106M
AUM Growth
-$8.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,041
New
Increased
Reduced
Closed

Top Buys

1
+$995K
2
+$654K
3
+$612K
4
MBB icon
iShares MBS ETF
MBB
+$595K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$578K

Top Sells

1
+$3.04M
2
+$1.84M
3
+$1.63M
4
ES icon
Eversource Energy
ES
+$748K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$545K

Sector Composition

1 Technology 15.48%
2 Energy 5.34%
3 Financials 4.52%
4 Communication Services 3.98%
5 Consumer Discretionary 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$1K ﹤0.01%
+60
827
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51
828
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6
829
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15
830
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38
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831
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52
+15
832
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626
+16
833
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+1
834
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5
835
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100
836
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158
837
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25
838
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6
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839
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+91
840
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15
-42
841
$1K ﹤0.01%
75
842
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+72
843
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22
844
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48
845
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50
846
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85
847
$1K ﹤0.01%
200
848
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42
849
$1K ﹤0.01%
933
850
$0 ﹤0.01%
1
-1
32 33
34
35 36