LSWP
Liberty Square Wealth Partners Portfolio holdings
AUM
$324M
1-Year Est. Return
13.9%
1 Year Est. Return
+13.9%
AUM
$324M
AUM Growth
+$34.5M
(+12%)
Holding
153
Top Buys
| 1 | +$9.89M | |
| 2 | +$7.24M | |
| 3 | +$5.15M | |
| 4 |
Fidelity Small-Mid Multifactor ETF
FSMD
|
+$5.03M |
| 5 |
Convergence Long/Short Equity ETF
CLSE
|
+$3.62M |
Top Sells
| 1 | +$7.16M | |
| 2 | +$3.44M | |
| 3 | +$1.5M | |
| 4 |
Schwab Fundamental US Small Company Index ETF
FNDA
|
+$1.46M |
| 5 |
Vanguard Small-Cap ETF
VB
|
+$1.41M |
Sector Composition
| 1 | Technology | 10.7% |
| 2 | Financials | 2.92% |
| 3 | Communication Services | 1.45% |
| 4 | Consumer Discretionary | 1.17% |
| 5 | Industrials | 0.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Walt Disney
DIS
$199B
| – | – |
-1,892
|
|
||
152
Adobe
ADBE
$124B
| – | – |
-546
|
|