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
176
$56K 0.04%
+1,246
177
$56K 0.04%
+2,239
178
$55K 0.04%
+206
179
$55K 0.04%
+742
180
$54K 0.04%
+930
181
$54K 0.04%
+480
182
$52K 0.04%
+1,325
183
$51K 0.04%
+3,487
184
$51K 0.04%
+1,750
185
$50K 0.04%
+607
186
$49K 0.04%
+1,140
187
$49K 0.04%
+125
188
$49K 0.04%
+4,663
189
$49K 0.04%
+1,199
190
$49K 0.04%
+864
191
$49K 0.04%
+893
192
$49K 0.04%
+949
193
$48K 0.04%
+2,218
194
$47K 0.04%
+360
195
$46K 0.03%
+78
196
$46K 0.03%
+570
197
$46K 0.03%
+2,315
198
$46K 0.03%
+1,251
199
$46K 0.03%
+471
200
$46K 0.03%
+2,411
6 7
8
9 10