LRWM
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Lord & Richards Wealth Management’s DoubleLine Mortgage ETF DMBS Stock Holding History

Lord & Richards Wealth Management’s Portfolio DMBS Stock Details DMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.73M Buy
96,371
+50,414
+110% +$2.47M 4.94% 5
2025
Q1 		$2.25M Buy
45,957
+40,257
+706% +$1.97M 2.56% 8
2024
Q4 		$274K Buy
+5,700
New +$274K 0.58% 56