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
651
$3K ﹤0.01%
+62
652
$3K ﹤0.01%
+14
653
$3K ﹤0.01%
+1,686
654
$3K ﹤0.01%
+61
655
$3K ﹤0.01%
+60
656
$3K ﹤0.01%
+64
657
$3K ﹤0.01%
+38
658
$3K ﹤0.01%
+121
659
$3K ﹤0.01%
+127
660
$3K ﹤0.01%
+94
661
$3K ﹤0.01%
+331
662
$3K ﹤0.01%
+237
663
$3K ﹤0.01%
+70
664
$2K ﹤0.01%
+40
665
$2K ﹤0.01%
+39
666
$2K ﹤0.01%
+204
667
$2K ﹤0.01%
+57
668
$2K ﹤0.01%
+36
669
$2K ﹤0.01%
+33
670
$2K ﹤0.01%
+58
671
$2K ﹤0.01%
+28
672
$2K ﹤0.01%
+28
673
$2K ﹤0.01%
+78
674
$2K ﹤0.01%
+54
675
$2K ﹤0.01%
+195
25 26
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