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
151
$109K 0.04%
+11,451