LWM
Liberty Wealth Management Portfolio holdings
AUM
$638M
1-Year Return
13.75%
This Quarter Return
-10.75%
1 Year Return
+13.75%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$134M
AUM Growth
–
Cap. Flow
+$134M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
58.01%
Holding
826
New
820
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
First Trust STOXX European Select Dividend Income Fund
FDD
|
+$21.3M |
| 2 |
Financial Select Sector SPDR Fund
XLF
|
+$19.7M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
+$10.1M |
| 4 |
Apple
AAPL
|
+$6.99M |
| 5 |
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% |
