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
551
$5K ﹤0.01%
+34
552
$5K ﹤0.01%
+71
553
$5K ﹤0.01%
+105
554
$5K ﹤0.01%
+100
555
$5K ﹤0.01%
+112
556
$5K ﹤0.01%
+281
557
$5K ﹤0.01%
+98
558
$5K ﹤0.01%
+340
559
$5K ﹤0.01%
+50
560
$5K ﹤0.01%
+117
561
$5K ﹤0.01%
+104
562
$5K ﹤0.01%
+6
563
$5K ﹤0.01%
+19
564
$5K ﹤0.01%
+660
565
$5K ﹤0.01%
+176
566
$5K ﹤0.01%
+242
567
$5K ﹤0.01%
+145
568
$4K ﹤0.01%
+175
569
$4K ﹤0.01%
+841
570
$4K ﹤0.01%
+20
571
$4K ﹤0.01%
+142
572
$4K ﹤0.01%
+76
573
$4K ﹤0.01%
+314
574
$4K ﹤0.01%
+160
575
$4K ﹤0.01%
+789
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