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
$446M
AUM Growth
-$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1 +$3.22M
2 +$2.87M
3 +$2.82M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.25M
5
WBD icon
Warner Bros
WBD
+$2.04M

Sector Composition

1 Financials 24.95%
2 Healthcare 16.04%
3 Technology 12.62%
4 Communication Services 10.22%
5 Consumer Staples 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-195,614
177
-7,970
178
-1,314
179
-200