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
326
$20K 0.01%
+529
327
$20K 0.01%
+130
328
$20K 0.01%
+902
329
$20K 0.01%
+565
330
$20K 0.01%
+422
331
$20K 0.01%
+795
332
$20K 0.01%
+199
333
$19K 0.01%
+1,047
334
$19K 0.01%
+121
335
$19K 0.01%
+411
336
$19K 0.01%
+463
337
$19K 0.01%
+473
338
$19K 0.01%
+161
339
$18K 0.01%
+1,688
340
$18K 0.01%
+475
341
$18K 0.01%
+134
342
$18K 0.01%
+210
343
$18K 0.01%
+906
344
$18K 0.01%
+1,539
345
$18K 0.01%
+267
346
$18K 0.01%
+191
347
$17K 0.01%
+705
348
$17K 0.01%
+214
349
$17K 0.01%
+112
350
$17K 0.01%
+2,050
12 13
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