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
726
$1K ﹤0.01%
+53
727
$1K ﹤0.01%
+95
728
$1K ﹤0.01%
+18
729
$1K ﹤0.01%
+80
730
$1K ﹤0.01%
+100
731
$1K ﹤0.01%
+64
732
$1K ﹤0.01%
+13
733
$1K ﹤0.01%
+90
734
$1K ﹤0.01%
+34
735
$1K ﹤0.01%
+111
736
$1K ﹤0.01%
+42
737
$1K ﹤0.01%
+16
738
$1K ﹤0.01%
+284
739
$1K ﹤0.01%
+200
740
$1K ﹤0.01%
+166
741
$1K ﹤0.01%
+110
742
$1K ﹤0.01%
+1,835
743
$1K ﹤0.01%
+34
744
$1K ﹤0.01%
+933
745
$0 ﹤0.01%
+56
746
$0 ﹤0.01%
+100
747
$0 ﹤0.01%
+8
748
$0 ﹤0.01%
+37
749
$0 ﹤0.01%
+1
750
– –
0
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