LWM

Loveless Wealth Management Portfolio holdings

AUM $153M
1-Year Est. Return 3.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-3.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$742K
2
+$464K
3
+$298K
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$297K
5
SYK icon
Stryker
SYK
+$266K

Top Sells

1
+$494K
2
+$266K
3
+$223K
4
SFM icon
Sprouts Farmers Market
SFM
+$222K
5
XYZ
Block Inc
XYZ
+$211K

Sector Composition

1 Technology 13.05%
2 Industrials 10.1%
3 Healthcare 9.52%
4 Financials 6.98%
5 Consumer Staples 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.87M 1.38%
20,295
+40
27
$1.79M 1.32%
44,035
-991
28
$1.74M 1.28%
25,642
-565
29
$1.66M 1.22%
12,290
+120
30
$1.64M 1.21%
76,629
+2,094
31
$1.63M 1.2%
7,820
-65
32
$1.53M 1.13%
30,706
-3,124
33
$1.44M 1.06%
48,830
+1,500
34
$1.43M 1.05%
29,645
-380
35
$1.4M 1.03%
31,363
-901
36
$1.36M 1.01%
12,460
-105
37
$1.25M 0.92%
21,300
-237
38
$1.19M 0.87%
39,095
-803
39
$1.18M 0.87%
3,140
-85
40
$1.18M 0.87%
90,200
-7,440
41
$1.17M 0.86%
5,235
42
$1.14M 0.84%
44,241
+100
43
$1.13M 0.83%
13,245
-101
44
$1.12M 0.83%
10,215
-100
45
$1.11M 0.82%
13,350
+75
46
$1.11M 0.82%
4,180
-156
47
$1.1M 0.81%
17,757
+5
48
$1.06M 0.78%
48,777
-9,189
49
$1.04M 0.77%
22,153
-317
50
$1.04M 0.77%
4,860
+1,390
1
2
3 4 5