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
676
$2K ﹤0.01%
+26
677
$2K ﹤0.01%
+150
678
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+23
679
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680
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+26
681
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682
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+366
683
$2K ﹤0.01%
+134
684
$2K ﹤0.01%
+37
685
$2K ﹤0.01%
+418
686
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+31
687
$2K ﹤0.01%
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688
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689
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+85
690
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691
$2K ﹤0.01%
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692
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693
$1K ﹤0.01%
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694
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695
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696
$1K ﹤0.01%
+36
697
$1K ﹤0.01%
+36
698
$1K ﹤0.01%
+156
699
$1K ﹤0.01%
+106
700
$1K ﹤0.01%
+11
26 27
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29 30