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 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
351
$17K 0.01%
+231
352
$17K 0.01%
+460
353
$17K 0.01%
+410
354
$17K 0.01%
+686
355
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+705
356
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+49
357
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+1,215
358
$17K 0.01%
+360
359
$16K 0.01%
+738
360
$16K 0.01%
+110
361
$15K 0.01%
+1,316
362
$15K 0.01%
+395
363
$15K 0.01%
+475
364
$15K 0.01%
+2,700
365
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366
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367
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368
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369
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370
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+1,287
371
$15K 0.01%
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372
$15K 0.01%
+220
373
$14K 0.01%
+155
374
$14K 0.01%
+118
375
$14K 0.01%
+160