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LRWM

Lord & Richards Wealth Management Portfolio holdings

AUM $114M
1-Year Est. Return 10.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$2.21M
3
+$945K
4
BKAG icon
BNY Mellon Core Bond ETF
BKAG
+$613K
5
NOW icon
ServiceNow
NOW
+$609K

Top Sells

1
+$1.3M
2
+$1.11M
3
+$426K
4
PG icon
Procter & Gamble
PG
+$280K
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$235K

Sector Composition

1 Technology 12.57%
2 Financials 5.05%
3 Industrials 3.82%
4 Consumer Discretionary 2.81%
5 Healthcare 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.52M 1.39%
7,904
+1,704
27
$1.47M 1.35%
6,187
+683
28
$1.26M 1.16%
86,495
+3,279
29
$1.25M 1.15%
32,787
+3,911
30
$1.22M 1.12%
4,812
+380
31
$1.16M 1.06%
4,780
-319
32
$1.16M 1.06%
20,337
+997
33
$1.06M 0.97%
23,816
+1,866
34
$1.05M 0.97%
19,458
+1,457
35
$1.04M 0.95%
28,470
+2,395
36
$1.01M 0.92%
42,757
+5,524
37
$734K 0.67%
2,969
+231
38
$673K 0.62%
2,643
-460
39
$604K 0.55%
1,358
+96
40
$519K 0.48%
680
+147
41
$504K 0.46%
1,027
+168
42
$493K 0.45%
5,030
+193
43
$491K 0.45%
668
+40
44
$489K 0.45%
4,336
+240
45
$469K 0.43%
1,866
+69
46
$462K 0.42%
1,874
+589
47
$457K 0.42%
962
+115
48
$447K 0.41%
978
+12
49
$425K 0.39%
951
+229
50
$418K 0.38%
3,490
-1,320
1
2
3