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
251
$32K 0.02%
+12,686
252
$32K 0.02%
+705
253
$32K 0.02%
+551
254
$32K 0.02%
+284
255
$32K 0.02%
+1,151
256
$32K 0.02%
+685
257
$31K 0.02%
+836
258
$31K 0.02%
+505
259
$31K 0.02%
+1,870
260
$31K 0.02%
+1,012
261
$30K 0.02%
+133
262
$30K 0.02%
+744
263
$30K 0.02%
+238
264
$30K 0.02%
+774
265
$30K 0.02%
+918
266
$30K 0.02%
+2,050
267
$30K 0.02%
+504
268
$30K 0.02%
+550
269
$30K 0.02%
+174
270
$29K 0.02%
+512
271
$29K 0.02%
+1,156
272
$29K 0.02%
+174
273
$29K 0.02%
+633
274
$29K 0.02%
+350
275
$29K 0.02%
+472
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