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
176
$74K 0.07%
790
-53
177
$74K 0.07%
8,137
178
$72K 0.07%
507
-105
179
$71K 0.07%
1,732
-878
180
$70K 0.07%
765
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181
$70K 0.07%
543
182
$70K 0.07%
860
+735
183
$69K 0.07%
4,887
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184
$68K 0.06%
1,218
+518
185
$68K 0.06%
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186
$67K 0.06%
748
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187
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1,152
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188
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189
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190
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896
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191
$66K 0.06%
387
192
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268
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193
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194
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1,324
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195
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3,569
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196
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197
$64K 0.06%
754
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198
$63K 0.06%
302
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199
$62K 0.06%
502
+1
200
$62K 0.06%
1,125
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