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
$533M
AUM Growth
+$43.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1 +$809K
2 +$632K
3 +$582K
4
MRK icon
Merck
MRK
+$511K
5
SPPP
Sprott Physical Platinum and Palladium Trust
SPPP
+$488K

Top Sells

1 +$1.8M
2 +$1.29M
3 +$930K
4
BAC icon
Bank of America
BAC
+$476K
5
PFE icon
Pfizer
PFE
+$473K

Sector Composition

1 Financials 20.97%
2 Healthcare 15.58%
3 Technology 14.64%
4 Communication Services 10.89%
5 Consumer Staples 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
0
177
0
178
-57,200
179
-62,575