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
451
$9K 0.01%
+398
452
$9K 0.01%
+101
453
$9K 0.01%
+105
454
$9K 0.01%
+1,402
455
$9K 0.01%
+925
456
$9K 0.01%
+125
457
$9K 0.01%
+286
458
$9K 0.01%
+105
459
$8K 0.01%
+105
460
$8K 0.01%
+2,106
461
$8K 0.01%
+368
462
$8K 0.01%
+135
463
$8K 0.01%
+159
464
$8K 0.01%
+835
465
$8K 0.01%
+199
466
$8K 0.01%
+432
467
$8K 0.01%
+158
468
$8K 0.01%
+181
469
$8K 0.01%
+326
470
$8K 0.01%
+160
471
$8K 0.01%
+139
472
$8K 0.01%
+375
473
$8K 0.01%
+96
474
$8K 0.01%
+166
475
$8K 0.01%
+126
17 18
19
20 21