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 9%
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%
+26
802
$0 ﹤0.01%
+7
803
– –
0
804
$0 ﹤0.01%
+15
805
$0 ﹤0.01%
+50
806
$0 ﹤0.01%
+16
807
$0 ﹤0.01%
+50
808
$0 ﹤0.01%
+47
809
$0 ﹤0.01%
+3
810
$0 ﹤0.01%
+92
811
$0 ﹤0.01%
+29
812
$0 ﹤0.01%
+5
813
– –
0
814
$0 ﹤0.01%
+63
815
$0 ﹤0.01%
+22
816
$0 ﹤0.01%
+33
817
$0 ﹤0.01%
+48
818
$0 ﹤0.01%
+1
819
$0 ﹤0.01%
+50
820
$0 ﹤0.01%
+47
821
$0 ﹤0.01%
+30
822
$0 ﹤0.01%
+17
823
$0 ﹤0.01%
+21
824
$0 ﹤0.01%
+42
825
$0 ﹤0.01%
+11
30 31 32
33
34