LWM

Liberty Wealth Management Portfolio holdings

AUM $800M
1-Year Est. Return 20.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.44%
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%
+366
677
$2K ﹤0.01%
+134
678
$2K ﹤0.01%
+37
679
$2K ﹤0.01%
+418
680
$2K ﹤0.01%
+124
681
$2K ﹤0.01%
+74
682
$2K ﹤0.01%
+1,769
683
$2K ﹤0.01%
+85
684
$2K ﹤0.01%
+35
685
$2K ﹤0.01%
+22
686
$2K ﹤0.01%
+86
687
$2K ﹤0.01%
+40
688
$2K ﹤0.01%
+39
689
$2K ﹤0.01%
+204
690
$2K ﹤0.01%
+57
691
$2K ﹤0.01%
+36
692
$2K ﹤0.01%
+28
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%
+11
700
$1K ﹤0.01%
+42
26 27
28
29 30