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 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
126
$250K 0.09%
+9,690
127
$250K 0.09%
+1,433
128
$249K 0.09%
+788
129
$249K 0.09%
+3,899
130
$247K 0.09%
+1,160
131
$246K 0.09%
+10,437
132
$242K 0.09%
+4,436
133
$242K 0.09%
+2,078
134
$237K 0.09%
+34,257
135
$236K 0.09%
+1,800
136
$233K 0.08%
+1,412
137
$231K 0.08%
+646
138
$227K 0.08%
+13,014
139
$226K 0.08%
+586
140
$225K 0.08%
+1,513
141
$224K 0.08%
+2,401
142
$221K 0.08%
+830
143
$221K 0.08%
+422
144
$215K 0.08%
+4,805
145
$215K 0.08%
+475
146
$214K 0.08%
+568
147
$210K 0.08%
+1,082
148
$209K 0.08%
+2,598
149
$207K 0.08%
+788
150
$204K 0.07%
+2,672