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LRWM
Lord & Richards Wealth Management Portfolio holdings
AUM
$128M
1-Year Est. Return
13.67%
This Fund
S&P 500
This Quarter
Est. Return
-0.05%
1 Year Est. Return
+13.67%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$47.4M
AUM Growth
–
Cap. Flow
+$47.9M
Cap. Flow
% of AUM
101.18%
Top 10 Holdings %
Top 10 Hldgs %
40.86%
Holding
65
New
65
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$3.47M |
| 2 |
BNY Mellon Core Bond ETF
BKAG
|
+$3.22M |
| 3 |
Aptus Collared Investment Opportunity ETF
ACIO
|
+$3.12M |
| 4 |
Aptus Defined Risk ETF
DRSK
|
+$2.43M |
| 5 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$1.42M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 7.69% |
| 2 | Financials | 3.81% |
| 3 | Industrials | 2.36% |
| 4 | Healthcare | 2.17% |
| 5 | Consumer Discretionary | 1.55% |
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Lord & Richards Wealth Management's Q4 2024 Portfolio in Review
Q4 2024 is the first quarter with a 13F filing on record for Lord & Richards Wealth Management, which disclosed 65 positions worth $47.4M. Its ten largest holdings account for 41% of the portfolio.
Its largest position is State Street SPDR Portfolio S&P 500 ETF: 50,109 shares worth $3.45M.
By sector, the portfolio is most concentrated in Technology at 7.7% of assets, followed by Financials and Industrials.
- Lord & Richards Wealth Management's largest Q4 2024 buy was State Street SPDR Portfolio S&P 500 ETF: 50,109 shares worth $3.45M.
- Lord & Richards Wealth Management's ten largest holdings make up 41% of its $47.4M portfolio in Q4 2024.
- Lord & Richards Wealth Management disclosed 65 positions in Q4 2024, its first 13F filing on record.
Based on Lord & Richards Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.