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 9%
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%
+16
702
$1K ﹤0.01%
+284
703
$1K ﹤0.01%
+200
704
$1K ﹤0.01%
+166
705
$1K ﹤0.01%
+110
706
$1K ﹤0.01%
+1,835
707
$1K ﹤0.01%
+34
708
$1K ﹤0.01%
+933
709
$1K ﹤0.01%
+54
710
$1K ﹤0.01%
+12
711
$1K ﹤0.01%
+36
712
$1K ﹤0.01%
+36
713
$1K ﹤0.01%
+156
714
$1K ﹤0.01%
+106
715
$1K ﹤0.01%
+11
716
$1K ﹤0.01%
+42
717
$1K ﹤0.01%
+27
718
$1K ﹤0.01%
+100
719
$1K ﹤0.01%
+39
720
$1K ﹤0.01%
+26
721
$1K ﹤0.01%
+44
722
$1K ﹤0.01%
+46
723
$1K ﹤0.01%
+180
724
$1K ﹤0.01%
+30
725
$1K ﹤0.01%
+210
27 28
29
30 31