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
876
$1K ﹤0.01%
+10
877
$1K ﹤0.01%
24
+8
878
$1K ﹤0.01%
47
879
$1K ﹤0.01%
+54
880
$1K ﹤0.01%
610
-1,076
881
$1K ﹤0.01%
92
882
$1K ﹤0.01%
+50
883
$1K ﹤0.01%
48
884
$1K ﹤0.01%
+171
885
$1K ﹤0.01%
+30
886
$1K ﹤0.01%
50
887
$1K ﹤0.01%
286
+2
888
$1K ﹤0.01%
200
889
$1K ﹤0.01%
42
890
$1K ﹤0.01%
+16
891
$1K ﹤0.01%
933
892
$0 ﹤0.01%
100
893
$0 ﹤0.01%
37
894
$0 ﹤0.01%
+22
895
$0 ﹤0.01%
1
896
– –
0
897
– –
0
898
$0 ﹤0.01%
3
899
– –
-212
900
$0 ﹤0.01%
85
34 35
36
37 38