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
801
$0 ﹤0.01%
+47
802
$0 ﹤0.01%
+3
803
$0 ﹤0.01%
+92
804
$0 ﹤0.01%
+29
805
$0 ﹤0.01%
+5
806
– –
0
807
$0 ﹤0.01%
+25
808
$0 ﹤0.01%
+8
809
$0 ﹤0.01%
+142
810
$0 ﹤0.01%
+10
811
$0 ﹤0.01%
+2
812
$0 ﹤0.01%
+30
813
$0 ﹤0.01%
+75
814
$0 ﹤0.01%
+33
815
$0 ﹤0.01%
+48
816
$0 ﹤0.01%
+1
817
$0 ﹤0.01%
+50
818
$0 ﹤0.01%
+30
819
$0 ﹤0.01%
+17
820
$0 ﹤0.01%
+21
821
$0 ﹤0.01%
+56
822
$0 ﹤0.01%
+42
823
$0 ﹤0.01%
+11
824
$0 ﹤0.01%
+52
825
$0 ﹤0.01%
+1
30 31 32
33
34