LSWP

Liberty Square Wealth Partners Portfolio holdings

AUM $289M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$274M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$41.1M
2
+$26.2M
3
+$18.1M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$17.2M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$16.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.11%
2 Financials 3.73%
3 Consumer Discretionary 1.97%
4 Consumer Staples 1.78%
5 Communication Services 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.99M 0.72%
+8,199
27
$1.92M 0.7%
+41,936
28
$1.75M 0.64%
+49,039
29
$1.71M 0.62%
+21,514
30
$1.65M 0.6%
+12,350
31
$1.62M 0.59%
+36,414
32
$1.48M 0.54%
+7,267
33
$1.44M 0.52%
+2
34
$1.42M 0.52%
+27,000
35
$1.4M 0.51%
+11,958
36
$1.34M 0.49%
+5,311
37
$1.27M 0.46%
+27,773
38
$1.24M 0.45%
+48,694
39
$1.23M 0.45%
+51,906
40
$1.18M 0.43%
+19,136
41
$1.18M 0.43%
+7,530
42
$1.17M 0.43%
+6,597
43
$1.13M 0.41%
+4,463
44
$1.12M 0.41%
+4,045
45
$1.11M 0.4%
+1,080
46
$1.09M 0.4%
+22,968
47
$1.06M 0.39%
+10,235
48
$1.06M 0.39%
+6,527
49
$1.03M 0.38%
+3,350
50
$1.02M 0.37%
+30,299
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