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
$151M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$612K
2
+$250K
3
+$232K
4
DUK icon
Duke Energy
DUK
+$222K
5
FHLC icon
Fidelity MSCI Health Care Index ETF
FHLC
+$221K

Top Sells

1
+$197K
2
+$130K
3
+$63.5K
4
XYZ
Block Inc
XYZ
+$57.4K
5
HCSG icon
Healthcare Services Group
HCSG
+$36.4K

Sector Composition

1 Technology 12.27%
2 Industrials 11.05%
3 Healthcare 8.95%
4 Financials 7.3%
5 Energy 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.02M 1.33%
56,709
27
$1.98M 1.31%
8,717
-253
28
$1.94M 1.28%
30,306
-400
29
$1.9M 1.25%
20,280
-15
30
$1.86M 1.23%
13,725
31
$1.79M 1.18%
52,605
+3,775
32
$1.72M 1.14%
12,380
+90
33
$1.7M 1.12%
7,720
-100
34
$1.63M 1.08%
30,305
+660
35
$1.63M 1.08%
23,195
+8,705
36
$1.62M 1.07%
31,363
37
$1.55M 1.02%
40,100
+1,005
38
$1.5M 0.99%
12,510
+50
39
$1.32M 0.87%
5,896
+1,036
40
$1.31M 0.86%
4,290
+110
41
$1.3M 0.86%
22,165
+865
42
$1.24M 0.82%
44,241
43
$1.22M 0.8%
27,975
-100
44
$1.2M 0.79%
89,800
-400
45
$1.2M 0.79%
5,235
46
$1.17M 0.77%
10,165
-50
47
$1.16M 0.77%
3,294
+154
48
$1.13M 0.75%
22,153
49
$1.13M 0.75%
13,350
50
$1.07M 0.71%
16,100
-400
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