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
151
$99K 0.09%
2,220
-486
152
$97K 0.09%
3,691
153
$95K 0.09%
1,564
-45
154
$94K 0.09%
679
-294
155
$93K 0.09%
1,112
-589
156
$93K 0.09%
778
-53
157
$93K 0.09%
1,665
+198
158
$92K 0.09%
1,447
-560
159
$92K 0.09%
898
+5
160
$91K 0.09%
7,329
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161
$91K 0.09%
495
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162
$88K 0.08%
524
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163
$83K 0.08%
597
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164
$82K 0.08%
724
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165
$82K 0.08%
456
+1
166
$82K 0.08%
4,200
-56
167
$81K 0.08%
1,863
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168
$81K 0.08%
1,788
169
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1,069
-114
170
$80K 0.08%
1,821
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171
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1,053
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172
$79K 0.07%
717
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173
$78K 0.07%
824
-2,211
174
$76K 0.07%
924
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175
$75K 0.07%
1,121
-441
5 6
7
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