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
$134M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
826
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$19.7M
3
+$10.1M
4
AAPL icon
Apple
AAPL
+$6.99M
5
DIEM icon
Franklin Emerging Market Core Dividend Tilt Index ETF
DIEM
+$4.42M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9%
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%
+1,108
227
$36K 0.03%
+1,204
228
$36K 0.03%
+1,260
229
$36K 0.03%
+2,000
230
$36K 0.03%
+700
231
$36K 0.03%
+554
232
$36K 0.03%
+911
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%
+605
243
$34K 0.03%
+429
244
$33K 0.02%
+391
245
$33K 0.02%
+780
246
$33K 0.02%
+612
247
$33K 0.02%
+321
248
$32K 0.02%
+1,151
249
$32K 0.02%
+685
250
$32K 0.02%
+539
8 9
10
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