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
$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 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$74K 0.06%
480
202
$74K 0.06%
+400
203
$71K 0.06%
387
+298
204
$70K 0.06%
1,340
-250
205
$69K 0.06%
746
+2
206
$67K 0.06%
1,615
+323
207
$67K 0.06%
3,204
+1,573
208
$66K 0.06%
2,574
+1,065
209
$66K 0.06%
1,654
+1,379
210
$66K 0.06%
572
+101
211
$65K 0.06%
477
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212
$65K 0.06%
1,203
+290
213
$65K 0.06%
4,777
+114
214
$64K 0.06%
4,350
+2,400
215
$64K 0.06%
543
216
$63K 0.06%
3,541
-53
217
$63K 0.06%
1,750
218
$62K 0.05%
1,698
+1,365
219
$62K 0.05%
+1,740
220
$61K 0.05%
5,931
+5,721
221
$61K 0.05%
1,116
+8
222
$60K 0.05%
893
-3
223
$60K 0.05%
883
+6
224
$59K 0.05%
+1,085
225
$59K 0.05%
1,913
+770
7 8
9
10 11