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
126
$107K 0.08%
+7,063
127
$106K 0.08%
+524
128
$106K 0.08%
+658
129
$105K 0.08%
+982
130
$105K 0.08%
+2,533
131
$100K 0.07%
+956
132
$100K 0.07%
+1,061
133
$97K 0.07%
+567
134
$96K 0.07%
+742
135
$94K 0.07%
+1,040
136
$94K 0.07%
+4,540
137
$93K 0.07%
+768
138
$88K 0.07%
+967
139
$88K 0.07%
+646
140
$87K 0.06%
+1,836
141
$87K 0.06%
+815
142
$86K 0.06%
+794
143
$85K 0.06%
+1,297
144
$85K 0.06%
+1,918
145
$85K 0.06%
+1,000
146
$81K 0.06%
+1,788
147
$79K 0.06%
+1,613
148
$78K 0.06%
+550
149
$78K 0.06%
+1,153
150
$77K 0.06%
+1,363
4 5
6
7 8