LRWM

Lord & Richards Wealth Management Portfolio holdings

AUM $95.7M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$47.4M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$3.16M
3
+$3.1M
4
DRSK icon
Aptus Defined Risk ETF
DRSK
+$2.38M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.42M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.69%
2 Financials 3.81%
3 Industrials 2.36%
4 Healthcare 2.17%
5 Consumer Discretionary 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$348K 0.74%
+2,693
52
$332K 0.7%
+13,419
53
$302K 0.64%
+8,163
54
$283K 0.6%
+5,426
55
$281K 0.59%
+817
56
$274K 0.58%
+5,700
57
$262K 0.55%
+12,328
58
$251K 0.53%
+5,534
59
$250K 0.53%
+7,749
60
$244K 0.51%
+2,415
61
$239K 0.5%
+6,251
62
$239K 0.5%
+4,746
63
$238K 0.5%
+11,834
64
$229K 0.48%
+1,807
65
$204K 0.43%
+4,369
1 2
3