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
151
$116K 0.1%
2,537
+2
152
$115K 0.1%
+4,180
153
$112K 0.1%
+1,007
154
$110K 0.1%
656
+167
155
$109K 0.1%
4,835
+165
156
$108K 0.09%
4,081
+1,668
157
$107K 0.09%
1,106
-54
158
$106K 0.09%
1,084
-2
159
$106K 0.09%
815
160
$106K 0.09%
936
-85
161
$106K 0.09%
634
-22
162
$105K 0.09%
1,609
+96
163
$104K 0.09%
954
+146
164
$104K 0.09%
1,562
+548
165
$103K 0.09%
348
+200
166
$101K 0.09%
1,445
+309
167
$101K 0.09%
6,750
+4,005
168
$98K 0.09%
1,960
+26
169
$98K 0.09%
976
+600
170
$97K 0.09%
3,043
+1,400
171
$97K 0.09%
831
-212
172
$96K 0.08%
335
-7
173
$95K 0.08%
3,691
174
$95K 0.08%
+592
175
$93K 0.08%
1,183
+355
5 6
7
8 9