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
151
$1.97K ﹤0.01%
+42
152
$1.92K ﹤0.01%
+113
153
$1.92K ﹤0.01%
+7
154
$1.91K ﹤0.01%
+147
155
$1.81K ﹤0.01%
+7
156
$1.8K ﹤0.01%
+58
157
$1.78K ﹤0.01%
+55
158
$1.55K ﹤0.01%
+52
159
$1.46K ﹤0.01%
+35
160
$1.41K ﹤0.01%
+3
161
$1.33K ﹤0.01%
+68
162
$1.3K ﹤0.01%
+49
163
$1.26K ﹤0.01%
+46
164
$1.23K ﹤0.01%
+34
165
$1.1K ﹤0.01%
+12
166
$913 ﹤0.01%
+37
167
$910 ﹤0.01%
+34
168
$897 ﹤0.01%
+29
169
$724 ﹤0.01%
+21
170
$693 ﹤0.01%
+43
171
$633 ﹤0.01%
+18
172
$559 ﹤0.01%
+1
173
$387 ﹤0.01%
+3
174
$323 ﹤0.01%
+12
175
$208 ﹤0.01%
+50
4 5 6
7
8