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
76
$534K 0.19%
+2,019
77
$529K 0.19%
+1,941
78
$525K 0.19%
+7,380
79
$525K 0.19%
+820
80
$499K 0.18%
+1,166
81
$477K 0.17%
+11,641
82
$466K 0.17%
+2,000
83
$457K 0.17%
+3,441
84
$447K 0.16%
+2,413
85
$445K 0.16%
+2,379
86
$427K 0.16%
+3,580
87
$423K 0.15%
+2,084
88
$421K 0.15%
+2,709
89
$419K 0.15%
+2,503
90
$418K 0.15%
+20,534
91
$400K 0.15%
+405
92
$396K 0.14%
+3,677
93
$392K 0.14%
+15,160
94
$386K 0.14%
+25,111
95
$386K 0.14%
+2,094
96
$386K 0.14%
+1,731
97
$376K 0.14%
+2,029
98
$374K 0.14%
+3,536
99
$372K 0.14%
+11,700
100
$371K 0.14%
+1,193
2 3
4
5 6