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
151
$76K 0.06%
+1,796
152
$76K 0.06%
+2,445
153
$75K 0.06%
+804
154
$74K 0.06%
+1,002
155
$74K 0.06%
+832
156
$73K 0.05%
+2,028
157
$72K 0.05%
+1,394
158
$72K 0.05%
+1,088
159
$72K 0.05%
+7,545
160
$71K 0.05%
+1,542
161
$69K 0.05%
+924
162
$69K 0.05%
+628
163
$68K 0.05%
+341
164
$67K 0.05%
+481
165
$67K 0.05%
+356
166
$67K 0.05%
+454
167
$67K 0.05%
+489
168
$66K 0.05%
+526
169
$66K 0.05%
+587
170
$63K 0.05%
+736
171
$62K 0.05%
+477
172
$60K 0.04%
+1,014
173
$59K 0.04%
+199
174
$58K 0.04%
+1,495
175
$57K 0.04%
+543
5 6
7
8 9