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
851
$1K ﹤0.01%
+211
852
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4
853
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15
854
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16
855
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9
-90
856
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857
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858
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40
+14
861
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862
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+2
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12
864
$1K ﹤0.01%
9
865
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10
866
$1K ﹤0.01%
+107
867
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22
868
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51
+23
869
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6
870
$1K ﹤0.01%
10
871
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+5
872
$1K ﹤0.01%
15
873
$1K ﹤0.01%
90
+40
874
$1K ﹤0.01%
+18
875
$1K ﹤0.01%
37
+6
33 34
35
36 37