LWM

Loveless Wealth Management Portfolio holdings

AUM $153M
1-Year Est. Return 3.63%
This Quarter Est. Return
1 Year Est. Return
-3.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$9.56M
2
+$5.05M
3
+$2.85M
4
DE icon
Deere & Co
DE
+$2.53M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$2.53M

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.87%
2 Industrials 10.03%
3 Energy 9.97%
4 Healthcare 9.05%
5 Real Estate 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.55M 1.33%
+11,385
27
$1.48M 1.28%
+31,141
28
$1.46M 1.26%
+8,050
29
$1.39M 1.2%
+4,180
30
$1.31M 1.13%
+12,957
31
$1.29M 1.12%
+13,006
32
$1.28M 1.1%
+27,305
33
$1.24M 1.07%
+64,545
34
$1.19M 1.02%
+45,241
35
$1.13M 0.98%
+10,045
36
$1.07M 0.93%
+12,490
37
$1.07M 0.92%
+8,519
38
$1.05M 0.91%
+30,080
39
$1.03M 0.89%
+24,270
40
$1.03M 0.89%
+5,435
41
$1.03M 0.89%
+3,535
42
$1.01M 0.87%
+17,536
43
$994K 0.86%
+17,041
44
$986K 0.85%
+32,072
45
$983K 0.85%
+73,899
46
$981K 0.85%
+10,510
47
$934K 0.81%
+22,063
48
$929K 0.8%
+4,245
49
$908K 0.78%
+16,737
50
$871K 0.75%
+2,105
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