LWM

Liberty Wealth Management Portfolio holdings

AUM $638M
1-Year Est. Return 13.75%
This Quarter Est. Return
1 Year Est. Return
+13.75%
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
1
$21.3M 15.86%
+1,780,927
2
$19.7M 14.71%
+828,147
3
$10.1M 7.56%
+135,884
4
$6.99M 5.21%
+177,236
5
$4.42M 3.3%
+156,738
6
$3.72M 2.77%
+34,195
7
$3.31M 2.47%
+27,265
8
$3.15M 2.35%
+12,525
9
$2.58M 1.92%
+20,228
10
$2.5M 1.86%
+10,863
11
$2.33M 1.74%
+49,200
12
$1.78M 1.33%
+17,528
13
$1.57M 1.17%
+26,753
14
$1.41M 1.05%
+28,218
15
$1.25M 0.93%
+13,562
16
$1.18M 0.88%
+16,264
17
$1.07M 0.8%
+9,459
18
$952K 0.71%
+5,708
19
$810K 0.6%
+3,968
20
$798K 0.6%
+14,510
21
$777K 0.58%
+5,891
22
$719K 0.54%
+19,401
23
$688K 0.51%
+7,031
24
$666K 0.5%
+11,231
25
$629K 0.47%
+12,014
1
2 3 4 5