LRWM
Lord & Richards Wealth Management Portfolio holdings
AUM
$109M
1-Year Est. Return
11%
1 Year Est. Return
+11%
AUM
$109M
AUM Growth
+$13.5M
(+14%)
Holding
55
Top Buys
| 1 | +$2.51M | |
| 2 | +$2.21M | |
| 3 | +$982K | |
| 4 |
BNY Mellon Core Bond ETF
BKAG
|
+$619K |
| 5 |
ServiceNow
NOW
|
+$600K |
Top Sells
| 1 | +$1.3M | |
| 2 | +$1.11M | |
| 3 | +$456K | |
| 4 |
Procter & Gamble
PG
|
+$280K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
51
Palantir
PLTR
$433B
| $201K | 0.18% |
+1,100
|
|
||
|
52
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$43.6B
| – | – |
-2,557
|
|
||
|
53
Procter & Gamble
PG
$335B
| – | – |
-1,758
|
|
||
54
iShares 0-5 Year TIPS Bond ETF
STIP
$12.7B
| – | – |
-12,668
|
|
||
55
Vanguard Short-Term Treasury ETF
VGSH
$24.7B
| – | – |
-18,866
|
|