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

Top Buys

1
+$987K
2
+$647K
3
+$605K
4
MBB icon
iShares MBS ETF
MBB
+$592K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$561K

Top Sells

1
+$3.11M
2
+$1.72M
3
+$1.53M
4
ES icon
Eversource Energy
ES
+$683K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$529K

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%
15
827
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38
-66
828
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52
+15
829
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16
-8
830
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47
831
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+72
832
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62
+8
833
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626
+16
834
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+1
835
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5
836
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100
837
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158
838
$1K ﹤0.01%
25
839
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6
-1
840
$1K ﹤0.01%
+91
841
$1K ﹤0.01%
15
-42
842
$1K ﹤0.01%
75
843
$1K ﹤0.01%
22
844
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48
845
$1K ﹤0.01%
50
846
$1K ﹤0.01%
85
847
$1K ﹤0.01%
200
848
$1K ﹤0.01%
42
849
$1K ﹤0.01%
933
850
$0 ﹤0.01%
15
32 33
34
35 36