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
51
$1.18M 0.72%
21,136
+5,245
52
$1.18M 0.72%
5,675
-55
53
$1.16M 0.7%
28,280
+305
54
$1.14M 0.69%
2,482
-140
55
$1.09M 0.66%
13,260
+215
56
$1.07M 0.65%
17,762
+3
57
$1.07M 0.65%
7,940
-25
58
$1.05M 0.64%
16,000
-100
59
$1M 0.61%
12,950
-15
60
$1M 0.61%
22,561
+7,390
61
$957K 0.58%
3,995
-75
62
$907K 0.55%
10,455
-530
63
$865K 0.53%
2,369
+173
64
$857K 0.52%
12,823
+1,628
65
$782K 0.48%
45,108
+5,310
66
$779K 0.47%
2,135
+50
67
$775K 0.47%
11,571
+30
68
$768K 0.47%
11,705
+1,435
69
$764K 0.46%
3,940
+110
70
$746K 0.45%
2,560
+271
71
$732K 0.45%
1,935
72
$729K 0.44%
10,015
+1,055
73
$724K 0.44%
14,420
+2,000
74
$704K 0.43%
3,607
+337
75
$698K 0.42%
12,952
+810
1 2
3
4 5