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
101
$180K 0.17%
2,029
+411
102
$179K 0.17%
3,523
-1,844
103
$178K 0.17%
15,030
+11,622
104
$173K 0.16%
3,118
-1,028
105
$173K 0.16%
6,181
106
$167K 0.16%
3,287
+3,246
107
$167K 0.16%
2,573
-143
108
$160K 0.15%
556
-9
109
$153K 0.14%
3,161
110
$152K 0.14%
1,112
-1,230
111
$151K 0.14%
933
-1,310
112
$146K 0.14%
1,725
113
$145K 0.14%
935
+2
114
$145K 0.14%
676
-396
115
$144K 0.14%
2,529
-511
116
$141K 0.13%
2,732
+6
117
$140K 0.13%
1,086
+16
118
$139K 0.13%
355
-85
119
$138K 0.13%
1,438
-458
120
$135K 0.13%
2,408
-3,264
121
$133K 0.13%
1,082
+78
122
$132K 0.12%
+500
123
$132K 0.12%
2,471
+37
124
$130K 0.12%
2,539
+2
125
$129K 0.12%
1,187
+103
3 4
5
6 7