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
701
$1K ﹤0.01%
+27
702
$1K ﹤0.01%
+100
703
$1K ﹤0.01%
+39
704
$1K ﹤0.01%
+26
705
$1K ﹤0.01%
+44
706
$1K ﹤0.01%
+46
707
$1K ﹤0.01%
+180
708
$1K ﹤0.01%
+30
709
$1K ﹤0.01%
+210
710
$1K ﹤0.01%
+46
711
$1K ﹤0.01%
+40
712
$1K ﹤0.01%
+31
713
$1K ﹤0.01%
+9
714
$1K ﹤0.01%
+7
715
$1K ﹤0.01%
+34
716
$1K ﹤0.01%
+15
717
$1K ﹤0.01%
+9
718
$1K ﹤0.01%
+42
719
$1K ﹤0.01%
+103
720
$1K ﹤0.01%
+32
721
$1K ﹤0.01%
+13
722
$1K ﹤0.01%
+22
723
$1K ﹤0.01%
+56
724
$1K ﹤0.01%
+53
725
$1K ﹤0.01%
+95
27 28
29
30 31