LRWM
Lord & Richards Wealth Management Portfolio holdings
AUM
$95.7M
This Quarter Return
-0.05%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$47.4M
AUM Growth
–
Cap. Flow
+$47.4M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
40.86%
Holding
65
New
65
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$3.45M |
| 2 |
BNY Mellon Core Bond ETF
BKAG
|
$3.16M |
| 3 |
Aptus Collared Investment Opportunity ETF
ACIO
|
$3.1M |
| 4 |
Aptus Defined Risk ETF
DRSK
|
$2.38M |
| 5 |
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% |
