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 3.97%
5 Consumer Discretionary 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$1K ﹤0.01%
3
-223
827
$1K ﹤0.01%
107
828
$1K ﹤0.01%
41
-10
829
$1K ﹤0.01%
16
-6
830
$1K ﹤0.01%
+60
831
$1K ﹤0.01%
51
832
$1K ﹤0.01%
6
833
$1K ﹤0.01%
10
834
$1K ﹤0.01%
15
835
$1K ﹤0.01%
38
-66
836
$1K ﹤0.01%
52
+15
837
$1K ﹤0.01%
626
+16
838
$1K ﹤0.01%
+1
839
$1K ﹤0.01%
5
840
$1K ﹤0.01%
100
841
$1K ﹤0.01%
158
842
$1K ﹤0.01%
25
843
$1K ﹤0.01%
6
-1
844
$1K ﹤0.01%
+91
845
$1K ﹤0.01%
15
-42
846
$1K ﹤0.01%
75
847
$1K ﹤0.01%
+72
848
$1K ﹤0.01%
22
849
$1K ﹤0.01%
48
850
– –
-10
32 33
34
35 36