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
126
$149K 0.13%
565
-32
127
$147K 0.13%
5,240
+3,001
128
$145K 0.13%
1,998
+731
129
$144K 0.13%
2,726
+11
130
$143K 0.13%
1,701
+1,231
131
$143K 0.13%
1,725
132
$142K 0.12%
2,706
+661
133
$141K 0.12%
3,161
134
$141K 0.12%
1,618
+83
135
$140K 0.12%
597
+358
136
$136K 0.12%
2,500
+2,341
137
$136K 0.12%
2,007
+1,823
138
$131K 0.11%
714
-24
139
$130K 0.11%
8,137
140
$130K 0.11%
973
+205
141
$129K 0.11%
2,434
-112
142
$127K 0.11%
1,464
+47
143
$127K 0.11%
1,004
+9
144
$125K 0.11%
933
-15
145
$125K 0.11%
860
+46
146
$124K 0.11%
2,610
+703
147
$123K 0.11%
5,929
+5,566
148
$123K 0.11%
1,070
+97
149
$120K 0.11%
1,701
+1,501
150
$117K 0.1%
715
+55
4 5
6
7 8