LWM

Liberty Wealth Management Portfolio holdings

AUM $775M
1-Year Est. Return 18.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
826
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$21.5M
3
+$10.7M
4
AAPL icon
Apple
AAPL
+$8.59M
5
DIEM icon
Franklin Emerging Market Core Dividend Tilt Index ETF
DIEM
+$4.53M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.99%
2 Energy 3.77%
3 Healthcare 3.73%
4 Consumer Staples 3.56%
5 Financials 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$36K 0.03%
+1,260
227
$36K 0.03%
+2,000
228
$36K 0.03%
+700
229
$36K 0.03%
+554
230
$36K 0.03%
+911
231
$36K 0.03%
+2,730
232
$36K 0.03%
+1,108
233
$35K 0.03%
+800
234
$35K 0.03%
+158
235
$35K 0.03%
+533
236
$35K 0.03%
+6,215
237
$34K 0.03%
+2,619
238
$34K 0.03%
+375
239
$34K 0.03%
+1,147
240
$34K 0.03%
+554
241
$34K 0.03%
+3,408
242
$34K 0.03%
+1,210
243
$34K 0.03%
+429
244
$33K 0.02%
+391
245
$33K 0.02%
+792
246
$33K 0.02%
+612
247
$33K 0.02%
+321
248
$32K 0.02%
+539
249
$32K 0.02%
+289
250
$32K 0.02%
+530
8 9
10
11 12