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

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
176
$55 ﹤0.01%
+19
177
$28 ﹤0.01%
+31
178
-2,517
179
-11,879