LWM

Liberty Wealth Management Portfolio holdings

AUM $775M
1-Year Est. Return 18.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.64%
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
+$22.2M
2
+$21.5M
3
+$10.7M
4
AAPL icon
Apple
AAPL
+$8.59M
5
DIEM icon
Franklin Emerging Market Core Dividend Tilt Index ETF
DIEM
+$4.53M

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%
+25
678
$2K ﹤0.01%
+366
679
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+134
680
$2K ﹤0.01%
+37
681
$2K ﹤0.01%
+418
682
$2K ﹤0.01%
+31
683
$2K ﹤0.01%
+74
684
$2K ﹤0.01%
+353
685
$2K ﹤0.01%
+85
686
$2K ﹤0.01%
+35
687
$2K ﹤0.01%
+22
688
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+86
689
$2K ﹤0.01%
+40
690
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+39
691
$2K ﹤0.01%
+204
692
$2K ﹤0.01%
+36
693
$1K ﹤0.01%
+54
694
$1K ﹤0.01%
+12
695
$1K ﹤0.01%
+36
696
$1K ﹤0.01%
+36
697
$1K ﹤0.01%
+156
698
$1K ﹤0.01%
+106
699
$1K ﹤0.01%
+16
700
$1K ﹤0.01%
+284
26 27
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29 30