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
376
$14K 0.01%
+105
377
$14K 0.01%
+700
378
$14K 0.01%
+870
379
$14K 0.01%
+410
380
$14K 0.01%
+39
381
$14K 0.01%
+128
382
$14K 0.01%
+89
383
$13K 0.01%
+309
384
$13K 0.01%
+243
385
$13K 0.01%
+146
386
$13K 0.01%
+224
387
$13K 0.01%
+296
388
$13K 0.01%
+526
389
$13K 0.01%
+222
390
$13K 0.01%
+173
391
$13K 0.01%
+320
392
$13K 0.01%
+340
393
$13K 0.01%
+134
394
$12K 0.01%
+113
395
$12K 0.01%
+43
396
$12K 0.01%
+1,806
397
$12K 0.01%
+109
398
$12K 0.01%
+330
399
$12K 0.01%
+436
400
$12K 0.01%
+475
14 15
16
17 18