We are live on ! Find out more
LRWM

Lord & Richards Wealth Management Portfolio holdings

AUM $114M
1-Year Est. Return 10.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$95.7M
AUM Growth
+$7.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$1.47M
3
+$1.41M
4
BKAG icon
BNY Mellon Core Bond ETF
BKAG
+$1.33M
5
NOW icon
ServiceNow
NOW
+$1.29M

Top Sells

1
+$1.45M
2
+$1.18M
3
+$1.15M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.07M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.07M

Sector Composition

1 Technology 12.78%
2 Financials 4.71%
3 Industrials 3.74%
4 Consumer Discretionary 2.85%
5 Communication Services 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$280K 0.29%
+1,758
52
$251K 0.26%
9,402
+9,390
53
$235K 0.25%
2,557
-11,721
54
– –
-38
55
– –
-30
56
– –
-1,752
57
– –
-484
58
– –
-17,671
59
– –
-18
60
– –
-2,302
61
– –
-29,629
62
– –
-1,030
63
– –
-13,691
64
– –
-504
65
– –
-533
66
– –
-12,533
67
– –
-3,185
68
– –
-50
69
– –
-5,314
70
– –
-14,567
71
– –
-58
72
– –
-16
73
– –
-29
74
– –
-300
75
– –
-509
1 2
3
4 5