LOPW

Live Oak Private Wealth Portfolio holdings

AUM $718M
1-Year Est. Return 17.14%
This Quarter Est. Return
1 Year Est. Return
+17.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$103M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$6.25M
2 +$5.7M
3 +$5.05M
4
UNH icon
UnitedHealth
UNH
+$5.01M
5
BAC icon
Bank of America
BAC
+$4.97M

Top Sells

No sells this quarter

Sector Composition

1 Financials 28.36%
2 Healthcare 17.35%
3 Communication Services 13.69%
4 Technology 11.99%
5 Consumer Discretionary 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$173K 0.17%
+10,517
77
$120K 0.12%
+2,161
78
$91K 0.09%
+3,897