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
276
$29K 0.02%
+756
277
$29K 0.02%
+1,319
278
$29K 0.02%
+463
279
$28K 0.02%
+1,386
280
$28K 0.02%
+254
281
$27K 0.02%
+624
282
$27K 0.02%
+189
283
$27K 0.02%
+1,889
284
$27K 0.02%
+186
285
$27K 0.02%
+254
286
$27K 0.02%
+979
287
$26K 0.02%
+381
288
$26K 0.02%
+555
289
$26K 0.02%
+518
290
$25K 0.02%
+652
291
$25K 0.02%
+1,329
292
$25K 0.02%
+387
293
$25K 0.02%
+1,600
294
$25K 0.02%
+886
295
$25K 0.02%
+1,565
296
$24K 0.02%
+285
297
$24K 0.02%
+5,756
298
$23K 0.02%
+325
299
$23K 0.02%
+4,250
300
$23K 0.02%
+518
10 11
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