LWM

Liberty Wealth Management Portfolio holdings

AUM $775M
1-Year Est. Return 18.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.64%
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
776
$0 ﹤0.01%
+64
777
$0 ﹤0.01%
+15
778
$0 ﹤0.01%
+9
779
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780
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+18
781
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+47
782
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+26
783
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+7
784
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785
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786
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+10
787
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788
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789
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790
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791
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792
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793
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+100
794
– –
0
795
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+10
796
– –
0
797
$0 ﹤0.01%
+15
798
$0 ﹤0.01%
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799
$0 ﹤0.01%
+16
800
$0 ﹤0.01%
+50
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