LRWM

Lord & Richards Wealth Management Portfolio holdings

AUM $109M
1-Year Est. Return 11%
This Quarter Est. Return
1 Year Est. Return
+11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$88.2M
AUM Growth
+$40.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$4.79M
2
+$4.39M
3
+$3.33M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$3.22M
5
DMBS icon
DoubleLine Mortgage ETF
DMBS
+$1.97M

Top Sells

1
+$535K
2
+$506K
3
+$495K
4
PSEP icon
Innovator US Equity Power Buffer ETF September
PSEP
+$464K
5
QBER
TrueShares Quarterly Bear Hedge ETF
QBER
+$445K

Sector Composition

1 Technology 8.88%
2 Financials 4.53%
3 Industrials 3.45%
4 Healthcare 3.36%
5 Consumer Discretionary 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$127K 0.14%
5,141
-17,961
77
$99.3K 0.11%
+909
78
$87.8K 0.1%
747
-1,060
79
$81.1K 0.09%
+2,265
80
$80.9K 0.09%
+2,302
81
$80.9K 0.09%
799
-1,616
82
$71.7K 0.08%
+1,216
83
$71.4K 0.08%
2,873
-10,546
84
$67.2K 0.08%
1,805
-4,446
85
$64.7K 0.07%
2,466
-15,367
86
$62.7K 0.07%
+4,742
87
$59.2K 0.07%
+1,585
88
$55.5K 0.06%
+688
89
$51.6K 0.06%
+1,664
90
$47.3K 0.05%
+1,319
91
$40.1K 0.05%
+78
92
$37.1K 0.04%
+1,320
93
$34.3K 0.04%
+1,030
94
$33.6K 0.04%
+885
95
$32.8K 0.04%
+1,135
96
$32.8K 0.04%
1,309
-20,188
97
$31.5K 0.04%
+56
98
$31K 0.04%
+484
99
$30.9K 0.04%
+670
100
$28K 0.03%
+935
2 3
4
5 6