LSWP
Liberty Square Wealth Partners Portfolio holdings
AUM
$324M
1-Year Est. Return
13.9%
1 Year Est. Return
+13.9%
AUM
$289M
AUM Growth
+$27.4M
(+10%)
Holding
157
Top Buys
| 1 | +$6.18M | |
| 2 | +$2.74M | |
| 3 | +$2.34M | |
| 4 |
Schwab Fundamental US Small Company Index ETF
FNDA
|
+$1.73M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$1.5M |
Top Sells
| 1 | +$1.24M | |
| 2 | +$1M | |
| 3 | +$688K | |
| 4 |
General Mills
GIS
|
+$639K |
| 5 |
Sysco
SYY
|
+$554K |
Sector Composition
| 1 | Technology | 10.23% |
| 2 | Financials | 3.36% |
| 3 | Communication Services | 1.61% |
| 4 | Consumer Discretionary | 1.15% |
| 5 | Consumer Staples | 0.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
151
Sysco
SYY
$35.8B
| – | – |
-7,380
|
|
||
152
UnitedHealth
UNH
$292B
| – | – |
-422
|
|
||
153
United Parcel Service
UPS
$81.4B
| – | – |
-2,078
|
|
||
154
Wells Fargo
WFC
$267B
| – | – |
-3,465
|
|