LSWP

Liberty Square Wealth Partners Portfolio holdings

AUM $351M
1-Year Est. Return 15.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$289M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$5.79M
2
+$2.68M
3
+$2.24M
4
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$1.64M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.39M

Top Sells

1
+$1.24M
2
+$943K
3
+$704K
4
GIS icon
General Mills
GIS
+$639K
5
SYY icon
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
– –
-7,380
152
– –
-422
153
– –
-2,078
154
– –
-3,465
3 4 5 6
7