LOPW
Live Oak Private Wealth Portfolio holdings
AUM
$670M
This Quarter Return
+0.05%
1 Year Return
+15.99%
3 Year Return
+49.29%
5 Year Return
+106.1%
10 Year Return
–
AUM
$582M
AUM Growth
+$582M
(+0.67%)
Cap. Flow
+$9.61M
Cap. Flow
% of AUM
1.65%
Top 10 Holdings %
Top 10 Hldgs %
28.78%
Holding
176
New
8
Increased
66
Reduced
48
Closed
1
Top Buys
| 1 |
Jabil
JBL
|
$4.68M |
| 2 |
lululemon athletica
LULU
|
$3.87M |
| 3 |
Floor & Decor
FND
|
$1.56M |
| 4 |
Analog Devices
ADI
|
$1.13M |
| 5 |
NVIDIA
NVDA
|
$866K |
Top Sells
| 1 |
Walt Disney
DIS
|
$3.14M |
| 2 |
Unilever
UL
|
$516K |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$502K |
| 4 |
Bristol-Myers Squibb
BMY
|
$354K |
| 5 |
Microsoft
MSFT
|
$253K |
Sector Composition
| 1 | Financials | 25.22% |
| 2 | Technology | 18.03% |
| 3 | Healthcare | 15.6% |
| 4 | Communication Services | 8.24% |
| 5 | Consumer Staples | 7.91% |
