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
76
$428K 0.37%
+7,315
77
$427K 0.37%
+3,102
78
$426K 0.37%
+2,100
79
$402K 0.35%
+12,350
80
$373K 0.32%
+2,570
81
$372K 0.32%
+2,655
82
$371K 0.32%
+3,421
83
$361K 0.31%
+5,970
84
$360K 0.31%
+4,450
85
$351K 0.3%
+11,955
86
$342K 0.29%
+2,825
87
$340K 0.29%
+6,085
88
$330K 0.28%
+4,050
89
$322K 0.28%
+19,221
90
$319K 0.28%
+4,300
91
$310K 0.27%
+12,870
92
$304K 0.26%
+7,119
93
$297K 0.26%
+2,729
94
$295K 0.25%
+5,625
95
$290K 0.25%
+3,300
96
$290K 0.25%
+5,850
97
$278K 0.24%
+3,950
98
$271K 0.23%
+1,190
99
$270K 0.23%
+1,895
100
$270K 0.23%
+9,950
1 2 3
4
5