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
351
$17K 0.01%
+203
352
$17K 0.01%
+231
353
$17K 0.01%
+460
354
$17K 0.01%
+410
355
$17K 0.01%
+686
356
$17K 0.01%
+49
357
$17K 0.01%
+1,215
358
$17K 0.01%
+180
359
$16K 0.01%
+738
360
$16K 0.01%
+110
361
$15K 0.01%
+197
362
$15K 0.01%
+107
363
$15K 0.01%
+294
364
$15K 0.01%
+246
365
$15K 0.01%
+1,287
366
$15K 0.01%
+301
367
$15K 0.01%
+220
368
$15K 0.01%
+1,316
369
$15K 0.01%
+395
370
$15K 0.01%
+475
371
$15K 0.01%
+2,700
372
$15K 0.01%
+89
373
$14K 0.01%
+160
374
$14K 0.01%
+155
375
$14K 0.01%
+105
13 14
15
16 17