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
651
$3K ﹤0.01%
+61
652
$3K ﹤0.01%
+60
653
$3K ﹤0.01%
+64
654
$3K ﹤0.01%
+38
655
$3K ﹤0.01%
+121
656
$3K ﹤0.01%
+127
657
$3K ﹤0.01%
+94
658
$3K ﹤0.01%
+331
659
$3K ﹤0.01%
+237
660
$3K ﹤0.01%
+73
661
$3K ﹤0.01%
+340
662
$3K ﹤0.01%
+311
663
$3K ﹤0.01%
+70
664
$2K ﹤0.01%
+36
665
$2K ﹤0.01%
+33
666
$2K ﹤0.01%
+58
667
$2K ﹤0.01%
+28
668
$2K ﹤0.01%
+28
669
$2K ﹤0.01%
+78
670
$2K ﹤0.01%
+54
671
$2K ﹤0.01%
+195
672
$2K ﹤0.01%
+26
673
$2K ﹤0.01%
+150
674
$2K ﹤0.01%
+23
675
$2K ﹤0.01%
+16
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