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
126
$129K 0.12%
4,798
+4,272
127
$128K 0.12%
877
+162
128
$122K 0.12%
2,397
+631
129
$120K 0.11%
1,368
-96
130
$120K 0.11%
3,039
+561
131
$118K 0.11%
846
-2,903
132
$117K 0.11%
1,255
-657
133
$115K 0.11%
1,121
+15
134
$112K 0.11%
902
-34
135
$111K 0.11%
4,898
+63
136
$109K 0.1%
2,040
+80
137
$109K 0.1%
818
+3
138
$109K 0.1%
794
-66
139
$107K 0.1%
1,408
-590
140
$107K 0.1%
651
-288
141
$107K 0.1%
536
-178
142
$106K 0.1%
8,990
+1,420
143
$104K 0.1%
536
-1,285
144
$104K 0.1%
872
+300
145
$103K 0.1%
608
+85
146
$102K 0.1%
374
+40
147
$102K 0.1%
1,115
+499
148
$102K 0.1%
680
+46
149
$101K 0.1%
527
+46
150
$100K 0.09%
1,104
-1,060
4 5
6
7 8