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
201
$60K 0.06%
1,085
-255
202
$59K 0.06%
355
+18
203
$59K 0.06%
133
+19
204
$59K 0.06%
1,643
-1,400
205
$59K 0.06%
806
-1,474
206
$59K 0.06%
515
-11
207
$59K 0.06%
2,129
-1,952
208
$56K 0.05%
244
+38
209
$56K 0.05%
1,586
-112
210
$55K 0.05%
624
+100
211
$55K 0.05%
580
-23
212
$55K 0.05%
2,049
-3,191
213
$55K 0.05%
2,315
214
$54K 0.05%
640
+4
215
$54K 0.05%
195
-153
216
$54K 0.05%
1,410
-205
217
$54K 0.05%
478
-529
218
$54K 0.05%
3,404
+3,388
219
$53K 0.05%
1,274
+430
220
$53K 0.05%
1,903
+2
221
$53K 0.05%
2,644
+470
222
$53K 0.05%
669
+117
223
$52K 0.05%
1,619
+779
224
$52K 0.05%
191
+178
225
$51K 0.05%
499
+353
7 8
9
10 11