LSWP
Liberty Square Wealth Partners Portfolio holdings
AUM
$351M
1-Year Est. Return
15.51%
This Fund
S&P 500
1 Year Est. Return
+15.51%
AUM
$324M
AUM Growth
+$34.5M
(+12%)
Holding
153
Top Buys
| 1 | +$9.54M | |
| 2 | +$6.97M | |
| 3 | +$5.11M | |
| 4 |
Fidelity Small-Mid Multifactor ETF
FSMD
|
+$4.91M |
| 5 |
Convergence Long/Short Equity ETF
CLSE
|
+$3.41M |
Top Sells
| 1 | +$6.89M | |
| 2 | +$3.44M | |
| 3 | +$1.48M | |
| 4 |
Schwab Fundamental US Small Company Index ETF
FNDA
|
+$1.42M |
| 5 |
Vanguard Small-Cap ETF
VB
|
+$1.38M |
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
iShares Russell 1000 Growth ETF
IWF
$117B
| – | – |
-1,326
|
|
||
152
VanEck Preferred Securities ex Financials ETF
PFXF
$2.23B
| – | – |
-13,014
|
|