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
501
$7K 0.01%
+322
502
$7K 0.01%
+1,256
503
$7K 0.01%
+178
504
$6K ﹤0.01%
+212
505
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+451
506
$6K ﹤0.01%
+317
507
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+282
508
$6K ﹤0.01%
+352
509
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+203
510
$6K ﹤0.01%
+423
511
$6K ﹤0.01%
+74
512
$6K ﹤0.01%
+520
513
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+124
514
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+49
515
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+211
516
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+173
517
$6K ﹤0.01%
+360
518
$6K ﹤0.01%
+181
519
$6K ﹤0.01%
+464
520
$6K ﹤0.01%
+674
521
$6K ﹤0.01%
+155
522
$6K ﹤0.01%
+190
523
$6K ﹤0.01%
+114
524
$6K ﹤0.01%
+113
525
$6K ﹤0.01%
+230
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