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 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%
+157
602
$4K ﹤0.01%
+99
603
$4K ﹤0.01%
+86
604
$4K ﹤0.01%
+130
605
$4K ﹤0.01%
+103
606
$4K ﹤0.01%
+52
607
$4K ﹤0.01%
+163
608
$4K ﹤0.01%
+152
609
$4K ﹤0.01%
+127
610
$4K ﹤0.01%
+76
611
$4K ﹤0.01%
+170
612
$4K ﹤0.01%
+186
613
$4K ﹤0.01%
+252
614
$4K ﹤0.01%
+75
615
$4K ﹤0.01%
+109
616
$4K ﹤0.01%
+25
617
$4K ﹤0.01%
+100
618
$4K ﹤0.01%
+1,338
619
$3K ﹤0.01%
+190
620
$3K ﹤0.01%
+87
621
$3K ﹤0.01%
+44
622
$3K ﹤0.01%
+101
623
$3K ﹤0.01%
+4,446
624
$3K ﹤0.01%
+73
625
$3K ﹤0.01%
+340