LSWP
Liberty Square Wealth Partners Portfolio holdings
AUM
$289M
1 Year Est. Return
–
AUM
$262M
AUM Growth
-$12M
(-4.4%)
Holding
156
Top Buys
| 1 | +$2.63M | |
| 2 | +$949K | |
| 3 | +$947K | |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
+$756K |
| 5 |
iShares MSCI Intl Quality Factor ETF
IQLT
|
+$750K |
Top Sells
| 1 | +$585K | |
| 2 | +$357K | |
| 3 | +$293K | |
| 4 |
Oracle
ORCL
|
+$250K |
| 5 |
CAVA Group
CAVA
|
+$236K |
Sector Composition
| 1 | Technology | 10.3% |
| 2 | Financials | 3.85% |
| 3 | Consumer Staples | 1.88% |
| 4 | Consumer Discretionary | 1.58% |
| 5 | Communication Services | 1.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Royal Caribbean
RCL
$84.8B
| – | – |
-788
|
|
||
152
Toro Company
TTC
$7.46B
| – | – |
-2,598
|
|
||
153
Corpay
CPAY
$20.4B
| – | – |
-568
|
|