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
576
$4K ﹤0.01%
+202
577
$4K ﹤0.01%
+102
578
$4K ﹤0.01%
+23
579
$4K ﹤0.01%
+130
580
$4K ﹤0.01%
+158
581
$4K ﹤0.01%
+195
582
$4K ﹤0.01%
+29
583
$4K ﹤0.01%
+148
584
$4K ﹤0.01%
+40
585
$4K ﹤0.01%
+57
586
$4K ﹤0.01%
+176
587
$4K ﹤0.01%
+175
588
$4K ﹤0.01%
+951
589
$4K ﹤0.01%
+37
590
$4K ﹤0.01%
+103
591
$4K ﹤0.01%
+21
592
$4K ﹤0.01%
+38
593
$4K ﹤0.01%
+96
594
$4K ﹤0.01%
+89
595
$4K ﹤0.01%
+50
596
$4K ﹤0.01%
+93
597
$4K ﹤0.01%
+86
598
$4K ﹤0.01%
+167
599
$4K ﹤0.01%
+194
600
$4K ﹤0.01%
+116
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