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
726
$1K ﹤0.01%
+13
727
$1K ﹤0.01%
+22
728
$1K ﹤0.01%
+56
729
$1K ﹤0.01%
+53
730
$1K ﹤0.01%
+95
731
$1K ﹤0.01%
+18
732
$1K ﹤0.01%
+80
733
$1K ﹤0.01%
+100
734
$1K ﹤0.01%
+64
735
$1K ﹤0.01%
+13
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%
+25
746
$0 ﹤0.01%
+4
747
$0 ﹤0.01%
+20
748
$0 ﹤0.01%
+21
749
$0 ﹤0.01%
+5
750
$0 ﹤0.01%
+40
28 29
30
31 32