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
51
$352K 0.26%
+10,625
52
$349K 0.26%
+7,591
53
$337K 0.25%
+13,686
54
$333K 0.25%
+1,361
55
$327K 0.24%
+6,258
56
$325K 0.24%
+6,002
57
$320K 0.24%
+12,346
58
$315K 0.23%
+1,263
59
$312K 0.23%
+3,975
60
$310K 0.23%
+8,452
61
$309K 0.23%
+6,562
62
$309K 0.23%
+6,584
63
$304K 0.23%
+6,561
64
$304K 0.23%
+6,735
65
$303K 0.23%
+6,729
66
$292K 0.22%
+3,942
67
$292K 0.22%
+13,170
68
$288K 0.21%
+9,000
69
$277K 0.21%
+1,883
70
$263K 0.2%
+5,600
71
$256K 0.19%
+4,570
72
$250K 0.19%
+2,678
73
$247K 0.18%
+3,625
74
$243K 0.18%
+4,200
75
$234K 0.17%
+3,646
1 2
3
4 5