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
-$93K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$493K
2
+$455K
3
+$328K
4
FSTA icon
Fidelity MSCI Consumer Staples Index ETF
FSTA
+$321K
5
HON icon
Honeywell
HON
+$308K

Top Sells

1
+$588K
2
+$430K
3
+$412K
4
INTC icon
Intel
INTC
+$217K
5
EQR icon
Equity Residential
EQR
+$212K

Sector Composition

1 Technology 12.06%
2 Industrials 9.26%
3 Healthcare 9.14%
4 Financials 7.27%
5 Consumer Staples 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.08M 1.26%
14,855
+360
27
$2.03M 1.23%
31,250
+255
28
$2M 1.22%
56,309
-400
29
$1.97M 1.2%
27,473
+720
30
$1.9M 1.16%
7,927
-370
31
$1.83M 1.11%
20,700
-170
32
$1.78M 1.08%
44,155
+385
33
$1.75M 1.07%
41,320
+315
34
$1.71M 1.04%
31,398
-235
35
$1.69M 1.03%
7,023
+561
36
$1.68M 1.02%
81,000
-2,800
37
$1.64M 1%
12,350
-85
38
$1.56M 0.95%
3,466
-90
39
$1.47M 0.9%
4,490
+40
40
$1.46M 0.89%
12,375
-100
41
$1.46M 0.89%
7,440
-50
42
$1.46M 0.89%
32,806
+10,245
43
$1.4M 0.85%
26,196
-4,070
44
$1.36M 0.83%
5,953
+284
45
$1.36M 0.83%
25,206
+4,070
46
$1.34M 0.81%
13,660
+1,965
47
$1.33M 0.81%
5,385
+150
48
$1.31M 0.8%
22,470
-35
49
$1.28M 0.78%
24,175
+876
50
$1.26M 0.77%
9,928
-137
1
2
3 4 5