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
401
$12K 0.01%
+335
402
$12K 0.01%
+109
403
$12K 0.01%
+330
404
$12K 0.01%
+436
405
$12K 0.01%
+475
406
$12K 0.01%
+407
407
$12K 0.01%
+91
408
$11K 0.01%
+101
409
$11K 0.01%
+27
410
$11K 0.01%
+407
411
$11K 0.01%
+401
412
$11K 0.01%
+351
413
$11K 0.01%
+440
414
$11K 0.01%
+78
415
$11K 0.01%
+345
416
$11K 0.01%
+274
417
$11K 0.01%
+261
418
$11K 0.01%
+148
419
$11K 0.01%
+200
420
$11K 0.01%
+830
421
$10K 0.01%
+119
422
$10K 0.01%
+643
423
$10K 0.01%
+162
424
$10K 0.01%
+120
425
$10K 0.01%
+208
15 16
17
18 19