LRWM
Lord & Richards Wealth Management Portfolio holdings
AUM
$116M
1-Year Est. Return
12.17%
This Fund
S&P 500
1 Year Est. Return
+12.17%
AUM
$116M
AUM Growth
+$7.24M
(+6.6%)
Holding
53
Top Buys
| 1 | +$5.22M | |
| 2 | +$2.55M | |
| 3 | +$1.12M | |
| 4 |
UPSD
Aptus Large Cap Upside ETF
UPSD
|
+$955K |
| 5 |
Amphenol
APH
|
+$806K |
Top Sells
| 1 | +$1.53M | |
| 2 | +$920K | |
| 3 | +$843K | |
| 4 |
Diamondback Energy
FANG
|
+$824K |
| 5 |
Walmart Inc
WMT
|
+$793K |
Sector Composition
| 1 | Technology | 8.83% |
| 2 | Financials | 2.8% |
| 3 | Industrials | 2.5% |
| 4 | Consumer Discretionary | 2.18% |
| 5 | Communication Services | 2.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Lockheed Martin
LMT
$155B
| $269K | 0.23% |
+557
|
|
||
52
Palantir
PLTR
$376B
| – | – |
-1,100
|
|
||
53
Roper Technologies
ROP
$37.8B
| – | – |
-3,073
|
|