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
751
$0 ﹤0.01%
+39
752
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+250
753
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754
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755
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756
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757
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758
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+17
759
– –
0
760
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762
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764
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766
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767
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768
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769
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770
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0
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772
$0 ﹤0.01%
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773
$0 ﹤0.01%
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774
$0 ﹤0.01%
+24
775
$0 ﹤0.01%
+10
29 30
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32 33