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
51
$836K 0.72%
+28,234
52
$818K 0.71%
+60,700
53
$804K 0.69%
+8,427
54
$788K 0.68%
+14,215
55
$716K 0.62%
+11,370
56
$714K 0.62%
+13,239
57
$711K 0.61%
+120,440
58
$673K 0.58%
+29,442
59
$673K 0.58%
+11,136
60
$645K 0.56%
+6,165
61
$630K 0.54%
+5,395
62
$629K 0.54%
+10,820
63
$591K 0.51%
+8,988
64
$521K 0.45%
+48,630
65
$515K 0.44%
+2,575
66
$514K 0.44%
+6,713
67
$502K 0.43%
+1,670
68
$492K 0.42%
+4,115
69
$475K 0.41%
+19,450
70
$472K 0.41%
+2,030
71
$452K 0.39%
+20,194
72
$445K 0.38%
+7,090
73
$435K 0.38%
+7,595
74
$434K 0.37%
+5,690
75
$433K 0.37%
+9,215
1 2
3
4 5