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
601
$4K ﹤0.01%
+163
602
$4K ﹤0.01%
+152
603
$4K ﹤0.01%
+127
604
$4K ﹤0.01%
+76
605
$4K ﹤0.01%
+170
606
$4K ﹤0.01%
+186
607
$4K ﹤0.01%
+252
608
$4K ﹤0.01%
+75
609
$4K ﹤0.01%
+109
610
$4K ﹤0.01%
+25
611
$4K ﹤0.01%
+100
612
$4K ﹤0.01%
+1,338
613
$4K ﹤0.01%
+841
614
$4K ﹤0.01%
+20
615
$4K ﹤0.01%
+142
616
$4K ﹤0.01%
+76
617
$4K ﹤0.01%
+314
618
$4K ﹤0.01%
+160
619
$3K ﹤0.01%
+67
620
$3K ﹤0.01%
+189
621
$3K ﹤0.01%
+165
622
$3K ﹤0.01%
+64
623
$3K ﹤0.01%
+49
624
$3K ﹤0.01%
+52
625
$3K ﹤0.01%
+130
23 24
25
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