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
526
$6K ﹤0.01%
+253
527
$6K ﹤0.01%
+212
528
$6K ﹤0.01%
+451
529
$6K ﹤0.01%
+317
530
$6K ﹤0.01%
+282
531
$6K ﹤0.01%
+528
532
$6K ﹤0.01%
+203
533
$6K ﹤0.01%
+423
534
$6K ﹤0.01%
+74
535
$6K ﹤0.01%
+520
536
$6K ﹤0.01%
+124
537
$5K ﹤0.01%
+91
538
$5K ﹤0.01%
+33
539
$5K ﹤0.01%
+25
540
$5K ﹤0.01%
+141
541
$5K ﹤0.01%
+117
542
$5K ﹤0.01%
+114
543
$5K ﹤0.01%
+111
544
$5K ﹤0.01%
+80
545
$5K ﹤0.01%
+554
546
$5K ﹤0.01%
+145
547
$5K ﹤0.01%
+259
548
$5K ﹤0.01%
+212
549
$5K ﹤0.01%
+82
550
$5K ﹤0.01%
+192
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