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
51
$1.19M 0.72%
43,891
-200
52
$1.16M 0.71%
14,305
+110
53
$1.08M 0.66%
7,865
-75
54
$1.07M 0.65%
15,840
-160
55
$1.07M 0.65%
17,765
+3
56
$1.04M 0.63%
28,580
+300
57
$1.03M 0.63%
5,675
58
$969K 0.59%
12,950
59
$898K 0.55%
13,410
+150
60
$887K 0.54%
4,035
+40
61
$872K 0.53%
2,509
+140
62
$867K 0.53%
50,010
+4,902
63
$850K 0.52%
2,100
-35
64
$827K 0.5%
9,690
-765
65
$827K 0.5%
12,953
+2,909
66
$811K 0.49%
13,712
+889
67
$784K 0.48%
3,865
-75
68
$782K 0.48%
35,350
+2,020
69
$779K 0.47%
15,520
+1,100
70
$768K 0.47%
12,240
+535
71
$755K 0.46%
10,360
+345
72
$717K 0.44%
2,287
-195
73
$705K 0.43%
13,527
+575
74
$702K 0.43%
11,371
-200
75
$698K 0.42%
11,430
+450
1 2
3
4 5