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
201
$45K 0.03%
+1,618
202
$45K 0.03%
+13,560
203
$45K 0.03%
+6,915
204
$45K 0.03%
+1,055
205
$44K 0.03%
+1,403
206
$44K 0.03%
+404
207
$43K 0.03%
+806
208
$43K 0.03%
+1,049
209
$42K 0.03%
+1,895
210
$41K 0.03%
+419
211
$41K 0.03%
+1,051
212
$41K 0.03%
+157
213
$39K 0.03%
+627
214
$39K 0.03%
+1,112
215
$39K 0.03%
+905
216
$39K 0.03%
+472
217
$38K 0.03%
+580
218
$37K 0.03%
+571
219
$37K 0.03%
+567
220
$37K 0.03%
+234
221
$37K 0.03%
+185
222
$37K 0.03%
+313
223
$37K 0.03%
+3,689
224
$37K 0.03%
+1,307
225
$36K 0.03%
+2,730
7 8
9
10 11