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
76
$231K 0.17%
+3,973
77
$230K 0.17%
+2,277
78
$228K 0.17%
+1,482
79
$227K 0.17%
+975
80
$223K 0.17%
+3,222
81
$219K 0.16%
+2,245
82
$218K 0.16%
+878
83
$211K 0.16%
+5,560
84
$205K 0.15%
+2,660
85
$203K 0.15%
+2,406
86
$201K 0.15%
+5,340
87
$201K 0.15%
+1,815
88
$191K 0.14%
+2,008
89
$183K 0.14%
+2,573
90
$179K 0.13%
+2,175
91
$174K 0.13%
+3,355
92
$172K 0.13%
+1,316
93
$172K 0.13%
+3,259
94
$170K 0.13%
+1,881
95
$170K 0.13%
+2,342
96
$160K 0.12%
+1,850
97
$156K 0.12%
+2,389
98
$153K 0.11%
+788
99
$152K 0.11%
+1,158
100
$150K 0.11%
+4,424
2 3
4
5 6