LWM

Liberty Wealth Management Portfolio holdings

AUM $638M
1-Year Est. Return 13.75%
This Quarter Est. Return
1 Year Est. Return
+13.75%
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 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$217K 0.19%
2,647
+318
102
$217K 0.19%
4,146
+1,346
103
$214K 0.19%
2,287
-102
104
$207K 0.18%
1,316
105
$203K 0.18%
977
+369
106
$201K 0.18%
2,164
+460
107
$194K 0.17%
5,261
+975
108
$191K 0.17%
4,525
-57
109
$185K 0.16%
3,040
-717
110
$182K 0.16%
3,548
+2,400
111
$180K 0.16%
1,700
-181
112
$178K 0.16%
1,571
-3,677
113
$178K 0.16%
2,276
-1,563
114
$177K 0.16%
1,582
+120
115
$177K 0.16%
2,168
+8
116
$171K 0.15%
6,181
-826,910
117
$167K 0.15%
1,896
+484
118
$167K 0.15%
3,494
+2,714
119
$167K 0.15%
1,912
+672
120
$162K 0.14%
939
+393
121
$162K 0.14%
2,716
+110
122
$160K 0.14%
440
+396
123
$160K 0.14%
1,585
+6
124
$157K 0.14%
2,280
+1,474
125
$151K 0.13%
1,747
+542
3 4
5
6 7