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
626
$3K ﹤0.01%
+311
627
$3K ﹤0.01%
+67
628
$3K ﹤0.01%
+189
629
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630
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631
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632
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633
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634
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635
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636
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637
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638
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641
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642
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643
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644
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+159
645
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+213
646
$3K ﹤0.01%
+240
647
$3K ﹤0.01%
+104
648
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+65
649
$3K ﹤0.01%
+80
650
$3K ﹤0.01%
+79