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
$106M
AUM Growth
-$8.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,041
New
Increased
Reduced
Closed

Top Buys

1
+$995K
2
+$654K
3
+$612K
4
MBB icon
iShares MBS ETF
MBB
+$595K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$578K

Top Sells

1
+$3.04M
2
+$1.84M
3
+$1.63M
4
ES icon
Eversource Energy
ES
+$748K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$545K

Sector Composition

1 Technology 15.48%
2 Energy 5.34%
3 Financials 4.52%
4 Communication Services 3.97%
5 Consumer Discretionary 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$267K 0.25%
4,910
-3,554
77
$265K 0.25%
3,286
+158
78
$264K 0.25%
2,989
-5,373
79
$256K 0.24%
950
-506
80
$255K 0.24%
2,705
+285
81
$254K 0.24%
5,624
82
$252K 0.24%
5,547
+1,022
83
$243K 0.23%
2,114
+543
84
$240K 0.23%
3,092
+816
85
$230K 0.22%
1,793
+1
86
$230K 0.22%
2,867
-218
87
$228K 0.22%
2,658
+11
88
$226K 0.21%
4,376
-9,766
89
$220K 0.21%
1,014
+83
90
$213K 0.2%
1,647
-1,813
91
$210K 0.2%
1,316
92
$209K 0.2%
5,565
+304
93
$206K 0.19%
2,540
-1,186
94
$201K 0.19%
1,876
+129
95
$200K 0.19%
2,563
-40
96
$199K 0.19%
1,700
97
$199K 0.19%
2,666
-641
98
$198K 0.19%
1,804
+219
99
$198K 0.19%
2,234
+66
100
$184K 0.17%
1,071
-2,877
2 3
4
5 6