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
701
$1K ﹤0.01%
+42
702
$1K ﹤0.01%
+27
703
$1K ﹤0.01%
+100
704
$1K ﹤0.01%
+39
705
$1K ﹤0.01%
+46
706
$1K ﹤0.01%
+32
707
$1K ﹤0.01%
+66
708
$1K ﹤0.01%
+6
709
$1K ﹤0.01%
+90
710
$1K ﹤0.01%
+34
711
$1K ﹤0.01%
+111
712
$1K ﹤0.01%
+26
713
$1K ﹤0.01%
+44
714
$1K ﹤0.01%
+46
715
$1K ﹤0.01%
+180
716
$1K ﹤0.01%
+30
717
$1K ﹤0.01%
+210
718
$1K ﹤0.01%
+40
719
$1K ﹤0.01%
+31
720
$1K ﹤0.01%
+9
721
$1K ﹤0.01%
+7
722
$1K ﹤0.01%
+34
723
$1K ﹤0.01%
+9
724
$1K ﹤0.01%
+42
725
$1K ﹤0.01%
+103
27 28
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30 31