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%
+49
505
$6K ﹤0.01%
+211
506
$6K ﹤0.01%
+173
507
$6K ﹤0.01%
+360
508
$6K ﹤0.01%
+181
509
$6K ﹤0.01%
+464
510
$6K ﹤0.01%
+674
511
$6K ﹤0.01%
+155
512
$6K ﹤0.01%
+190
513
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+114
514
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+113
515
$6K ﹤0.01%
+230
516
$6K ﹤0.01%
+149
517
$6K ﹤0.01%
+415
518
$6K ﹤0.01%
+341
519
$6K ﹤0.01%
+302
520
$6K ﹤0.01%
+138
521
$6K ﹤0.01%
+122
522
$6K ﹤0.01%
+178
523
$6K ﹤0.01%
+167
524
$6K ﹤0.01%
+62
525
$6K ﹤0.01%
+100
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