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
301
$23K 0.02%
+83
302
$23K 0.02%
+879
303
$23K 0.02%
+1,669
304
$23K 0.02%
+1,851
305
$23K 0.02%
+899
306
$23K 0.02%
+496
307
$23K 0.02%
+876
308
$23K 0.02%
+368
309
$22K 0.02%
+1,554
310
$22K 0.02%
+254
311
$22K 0.02%
+289
312
$22K 0.02%
+851
313
$22K 0.02%
+660
314
$22K 0.02%
+520
315
$22K 0.02%
+281
316
$21K 0.02%
+690
317
$21K 0.02%
+365
318
$21K 0.02%
+1,527
319
$21K 0.02%
+464
320
$21K 0.02%
+213
321
$21K 0.02%
+700
322
$21K 0.02%
+710
323
$21K 0.02%
+1,415
324
$21K 0.02%
+136
325
$20K 0.01%
+1,274
11 12
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