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
626
$3K ﹤0.01%
+52
627
$3K ﹤0.01%
+58
628
$3K ﹤0.01%
+153
629
$3K ﹤0.01%
+104
630
$3K ﹤0.01%
+190
631
$3K ﹤0.01%
+87
632
$3K ﹤0.01%
+44
633
$3K ﹤0.01%
+101
634
$3K ﹤0.01%
+35
635
$3K ﹤0.01%
+22
636
$3K ﹤0.01%
+4,446
637
$3K ﹤0.01%
+52
638
$3K ﹤0.01%
+98
639
$3K ﹤0.01%
+144
640
$3K ﹤0.01%
+25
641
$3K ﹤0.01%
+159
642
$3K ﹤0.01%
+213
643
$3K ﹤0.01%
+240
644
$3K ﹤0.01%
+104
645
$3K ﹤0.01%
+65
646
$3K ﹤0.01%
+80
647
$3K ﹤0.01%
+79
648
$3K ﹤0.01%
+70
649
$3K ﹤0.01%
+14
650
$3K ﹤0.01%
+1,686
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