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
101
$146K 0.11%
+4,272
102
$146K 0.11%
+2,113
103
$145K 0.11%
+1,572
104
$144K 0.11%
+3,057
105
$143K 0.11%
+1,807
106
$143K 0.11%
+1,466
107
$141K 0.11%
+2,700
108
$140K 0.1%
+2,725
109
$135K 0.1%
+1,565
110
$134K 0.1%
+3,161
111
$132K 0.1%
+2,623
112
$129K 0.1%
+1,595
113
$128K 0.1%
+807
114
$128K 0.1%
+2,814
115
$126K 0.09%
+983
116
$124K 0.09%
+1,144
117
$124K 0.09%
+1,861
118
$117K 0.09%
+850
119
$114K 0.09%
+2,400
120
$110K 0.08%
+1,264
121
$110K 0.08%
+2,230
122
$110K 0.08%
+1,411
123
$109K 0.08%
+619
124
$108K 0.08%
+1,740
125
$108K 0.08%
+1,405
3 4
5
6 7