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
26
$625K 0.47%
+4,056
27
$609K 0.45%
+14,709
28
$602K 0.45%
+27,973
29
$600K 0.45%
+13,849
30
$589K 0.44%
+4,390
31
$556K 0.41%
+31,728
32
$555K 0.41%
+22,538
33
$544K 0.41%
+11,946
34
$535K 0.4%
+21,799
35
$523K 0.39%
+5,221
36
$492K 0.37%
+4,740
37
$489K 0.36%
+9,634
38
$484K 0.36%
+3,696
39
$475K 0.35%
+2,963
40
$469K 0.35%
+4,281
41
$468K 0.35%
+4,082
42
$463K 0.35%
+19,290
43
$455K 0.34%
+6,831
44
$449K 0.33%
+5,980
45
$409K 0.31%
+4,242
46
$398K 0.3%
+3,038
47
$390K 0.29%
+1,212
48
$378K 0.28%
+4,445
49
$377K 0.28%
+4,105
50
$365K 0.27%
+7,060
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