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LWM
Liberty Wealth Management Portfolio holdings
AUM
$800M
1-Year Est. Return
20.44%
This Fund
S&P 500
This Quarter
Est. Return
-10.75%
1 Year Est. Return
+20.44%
3 Year Est. Return
+55.46%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$134M
AUM Growth
–
Cap. Flow
+$143M
Cap. Flow
% of AUM
106.78%
Top 10 Holdings %
Top 10 Hldgs %
58.01%
Holding
823
New
820
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
First Trust STOXX European Select Dividend Income Fund
FDD
|
+$22.2M |
| 2 |
State Street Financial Select Sector SPDR ETF
XLF
|
+$21.5M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
+$10.7M |
| 4 |
Apple
AAPL
|
+$8.59M |
| 5 |
Franklin Emerging Market Core Dividend Tilt Index ETF
DIEM
|
+$4.53M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 8.99% |
| 2 | Energy | 3.77% |
| 3 | Healthcare | 3.73% |
| 4 | Consumer Staples | 3.56% |
| 5 | Financials | 3.11% |
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Liberty Wealth Management's Q4 2018 Portfolio in Review
Q4 2018 is the first quarter with a 13F filing on record for Liberty Wealth Management, which disclosed 823 positions worth $134M. Its ten largest holdings account for 58% of the portfolio.
Its largest position is First Trust STOXX European Select Dividend Income Fund: 1,780,927 shares worth $21.3M.
By sector, the portfolio is most concentrated in Technology at 9% of assets, followed by Energy and Healthcare.
- Liberty Wealth Management's largest Q4 2018 buy was First Trust STOXX European Select Dividend Income Fund: 1,780,927 shares worth $21.3M.
- Liberty Wealth Management's ten largest holdings make up 58% of its $134M portfolio in Q4 2018.
- Liberty Wealth Management disclosed 823 positions in Q4 2018, its first 13F filing on record.
Based on Liberty Wealth Management's 13F filing for Q4 2018, filed 26 Mar 2019.