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
876
$1K ﹤0.01%
+105
877
$1K ﹤0.01%
7
+1
878
$1K ﹤0.01%
75
879
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36
880
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22
881
$1K ﹤0.01%
+31
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
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200
889
$1K ﹤0.01%
42
890
$1K ﹤0.01%
+16
891
$1K ﹤0.01%
933
892
$0 ﹤0.01%
+18
893
$0 ﹤0.01%
100
894
$0 ﹤0.01%
37
895
$0 ﹤0.01%
+22
896
$0 ﹤0.01%
1
897
– –
0
898
– –
0
899
$0 ﹤0.01%
3
900
$0 ﹤0.01%
85
34 35
36
37 38