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
901
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902
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903
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-619
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906
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908
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909
$0 ﹤0.01%
7
910
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100
912
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26
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914
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30
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915
$0 ﹤0.01%
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916
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917
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919
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920
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$0 ﹤0.01%
20
922
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923
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924
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925
– –
-2,574
35 36
37
38 39