LRWM
Lord & Richards Wealth Management Portfolio holdings
AUM
$114M
1-Year Est. Return
10.16%
This Fund
S&P 500
1 Year Est. Return
+10.16%
AUM
$114M
AUM Growth
-$2.45M
(-2.1%)
Holding
53
Top Buys
| 1 | +$658K | |
| 2 | +$652K | |
| 3 | +$609K | |
| 4 |
Amphenol
APH
|
+$487K |
| 5 |
Advanced Micro Devices
AMD
|
+$486K |
Top Sells
| 1 | +$599K | |
| 2 | +$542K | |
| 3 | +$516K | |
| 4 |
Copart
CPRT
|
+$472K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$224K |
Sector Composition
| 1 | Technology | 9.01% |
| 2 | Financials | 3% |
| 3 | Industrials | 2.37% |
| 4 | Communication Services | 1.9% |
| 5 | Healthcare | 1.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Exxon Mobil
XOM
$619B
| – | – |
-4,980
|
|
||
52
Lowe's Companies
LOW
$139B
| – | – |
-2,247
|
|
||
53
Linde
LIN
$232B
| – | – |
-1,209
|
|