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
$164M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$417K
2
+$401K
3
+$369K
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$328K
5
HON icon
Honeywell
HON
+$310K

Top Sells

1
+$213K
2
+$199K
3
+$184K
4
CAT icon
Caterpillar
CAT
+$122K
5
NVDA icon
NVIDIA
NVDA
+$120K

Sector Composition

1 Technology 12.2%
2 Industrials 9.98%
3 Healthcare 9.03%
4 Financials 7.19%
5 Energy 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.02M 1.23%
8,297
-420
27
$1.96M 1.19%
26,753
+3,558
28
$1.96M 1.19%
14,495
+770
29
$1.95M 1.19%
56,709
30
$1.88M 1.14%
30,995
+690
31
$1.86M 1.13%
20,870
+590
32
$1.83M 1.11%
43,770
-265
33
$1.7M 1.03%
30,266
-40
34
$1.69M 1.03%
41,005
+905
35
$1.68M 1.02%
31,633
+270
36
$1.68M 1.02%
83,800
-6,000
37
$1.66M 1.01%
12,435
+55
38
$1.65M 1%
7,490
-230
39
$1.49M 0.91%
6,462
+566
40
$1.45M 0.88%
12,475
-35
41
$1.42M 0.86%
4,450
+160
42
$1.41M 0.86%
3,556
+262
43
$1.41M 0.85%
22,505
+340
44
$1.37M 0.83%
5,669
+578
45
$1.35M 0.82%
23,299
+1,146
46
$1.31M 0.8%
10,065
-100
47
$1.29M 0.79%
5,235
48
$1.26M 0.77%
44,091
-150
49
$1.2M 0.73%
14,195
+845
50
$1.2M 0.73%
11,695
+4,072
1
2
3 4 5