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
51
$1.01M 0.75%
28,075
-500
52
$965K 0.71%
5,730
-65
53
$964K 0.71%
7,965
-112
54
$935K 0.69%
2,817
-215
55
$923K 0.68%
13,165
-230
56
$898K 0.66%
10,850
+100
57
$870K 0.64%
4,065
-20
58
$857K 0.63%
16,500
-600
59
$835K 0.62%
14,490
+8,050
60
$791K 0.58%
13,456
+2,320
61
$757K 0.56%
2,120
+50
62
$742K 0.55%
+4,201
63
$739K 0.54%
57,700
-1,150
64
$732K 0.54%
11,804
-200
65
$710K 0.52%
2,040
-40
66
$660K 0.49%
1,860
-70
67
$642K 0.47%
31,755
-25
68
$631K 0.47%
10,270
+620
69
$615K 0.45%
3,830
-175
70
$609K 0.45%
9,825
-132
71
$587K 0.43%
10,850
-200
72
$576K 0.42%
72,250
-2,560
73
$574K 0.42%
5,965
74
$549K 0.4%
28,904
-20
75
$546K 0.4%
10,820
+800
1 2
3
4 5