LRWM
Lord & Richards Wealth Management Portfolio holdings
AUM
$95.7M
1 Year Est. Return
–
AUM
$88.2M
AUM Growth
+$40.8M
(+86%)
Holding
179
Top Buys
| 1 | +$4.79M | |
| 2 | +$4.39M | |
| 3 | +$3.33M | |
| 4 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$3.22M |
| 5 |
DoubleLine Mortgage ETF
DMBS
|
+$1.97M |
Top Sells
| 1 | +$535K | |
| 2 | +$506K | |
| 3 | +$495K | |
| 4 |
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 | |
|---|---|---|---|---|---|---|
176
AMC Entertainment Holdings
AMC
$1.42B
| $55 | ﹤0.01% |
+19
|
|
||
|
CGC
177
Canopy Growth
CGC
$434M
| $28 | ﹤0.01% |
+31
|
|
||
178
Vanguard Mega Cap 300 Index ETF
MGC
$8.29B
| – | – |
-2,517
|
|
||
|
179
Innovator US Equity Power Buffer ETF September
PSEP
$991M
| – | – |
-11,879
|
|