LRWM
Lord & Richards Wealth Management Portfolio holdings
AUM
$109M
1-Year Est. Return
11%
1 Year Est. Return
+11%
AUM
$95.7M
AUM Growth
+$7.44M
(+8.4%)
Holding
180
Top Buys
| 1 | +$2.47M | |
| 2 | +$1.52M | |
| 3 | +$1.48M | |
| 4 |
ServiceNow
NOW
|
+$1.41M |
| 5 |
BNY Mellon Core Bond ETF
BKAG
|
+$1.34M |
Top Sells
| 1 | +$1.45M | |
| 2 | +$1.18M | |
| 3 | +$1.15M | |
| 4 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$1.08M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
176
AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF
SIXO
$110M
| – | – |
-13,850
|
|
||
177
ProShares Short High Yield
SJB
$68.2M
| – | – |
-43
|
|
||
178
Solid Power
SLDP
$1.31B
| – | – |
-2,797
|
|
||
179
iShares Silver Trust
SLV
$23.6B
| – | – |
-58
|
|
||
180
Snowflake
SNOW
$89.1B
| – | – |
-16
|
|