LWM

Liberty Wealth Management Portfolio holdings

AUM $775M
1-Year Est. Return 18.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.64%
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
+$22.2M
2
+$21.5M
3
+$10.7M
4
AAPL icon
Apple
AAPL
+$8.59M
5
DIEM icon
Franklin Emerging Market Core Dividend Tilt Index ETF
DIEM
+$4.53M

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
376
$14K 0.01%
+870
377
$14K 0.01%
+410
378
$14K 0.01%
+39
379
$14K 0.01%
+128
380
$14K 0.01%
+160
381
$14K 0.01%
+118
382
$14K 0.01%
+89
383
$13K 0.01%
+243
384
$13K 0.01%
+146
385
$13K 0.01%
+224
386
$13K 0.01%
+296
387
$13K 0.01%
+526
388
$13K 0.01%
+222
389
$13K 0.01%
+173
390
$13K 0.01%
+320
391
$13K 0.01%
+340
392
$13K 0.01%
+134
393
$13K 0.01%
+309
394
$12K 0.01%
+265
395
$12K 0.01%
+91
396
$12K 0.01%
+335
397
$12K 0.01%
+109
398
$12K 0.01%
+330
399
$12K 0.01%
+436
400
$12K 0.01%
+475
14 15
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