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
$114M
AUM Growth
-$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
973
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$1.63M
3
+$1.49M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$875K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$854K

Top Sells

1
+$22.8M
2
+$22.4M
3
+$1.95M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$451K
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$405K

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
851
$1K ﹤0.01%
14
852
$1K ﹤0.01%
+43
853
$1K ﹤0.01%
+107
854
$1K ﹤0.01%
22
855
$1K ﹤0.01%
51
+23
856
$1K ﹤0.01%
6
857
$1K ﹤0.01%
10
858
$1K ﹤0.01%
+5
859
$1K ﹤0.01%
15
860
$1K ﹤0.01%
90
+40
861
$1K ﹤0.01%
+18
862
$1K ﹤0.01%
37
+6
863
$1K ﹤0.01%
+10
864
$1K ﹤0.01%
24
+8
865
$1K ﹤0.01%
47
866
$1K ﹤0.01%
+54
867
$1K ﹤0.01%
610
-1,076
868
$1K ﹤0.01%
92
869
$1K ﹤0.01%
29
870
$1K ﹤0.01%
6
871
$1K ﹤0.01%
5
872
$1K ﹤0.01%
4
+2
873
$1K ﹤0.01%
38
874
$1K ﹤0.01%
25
875
$1K ﹤0.01%
13
33 34
35
36 37