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
51
$1.05M 0.69%
17,759
+2
52
$1.04M 0.69%
13,045
-200
53
$1.04M 0.68%
4,070
+5
54
$1.03M 0.68%
7,965
55
$1.01M 0.67%
5,091
+890
56
$974K 0.64%
5,730
57
$957K 0.63%
12,965
-200
58
$924K 0.61%
15,891
+2,435
59
$918K 0.61%
40,152
-8,625
60
$916K 0.6%
10,985
+135
61
$854K 0.56%
2,622
-195
62
$782K 0.52%
2,196
+76
63
$750K 0.5%
7,623
+1,989
64
$743K 0.49%
11,541
-263
65
$728K 0.48%
3,830
66
$715K 0.47%
1,935
+75
67
$707K 0.47%
11,195
+1,370
68
$692K 0.46%
71,290
-960
69
$686K 0.45%
10,270
70
$683K 0.45%
32,205
+450
71
$681K 0.45%
5,965
72
$639K 0.42%
2,085
+45
73
$637K 0.42%
39,798
+6,372
74
$623K 0.41%
12,420
+1,600
75
$612K 0.4%
57,700
1 2
3
4 5