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
$107M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$807K
3
+$574K
4
NVG icon
Nuveen AMT-Free Municipal Credit Income Fund
NVG
+$278K
5
PSX icon
Phillips 66
PSX
+$267K

Top Sells

1
+$140K
2
+$102K
3
+$64.6K
4
NVDA icon
NVIDIA
NVDA
+$60.8K
5
ET icon
Energy Transfer Partners
ET
+$51K

Sector Composition

1 Technology 13.17%
2 Healthcare 10.2%
3 Industrials 9.11%
4 Energy 7.21%
5 Real Estate 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$392K 0.37%
9,320
+632
77
$382K 0.36%
2,285
+390
78
$357K 0.33%
3,067
-35
79
$355K 0.33%
7,545
-50
80
$353K 0.33%
25,520
+1,775
81
$329K 0.31%
8,682
+1,162
82
$327K 0.3%
9,685
+470
83
$322K 0.3%
8,745
+555
84
$317K 0.3%
2,445
-100
85
$303K 0.28%
2,200
86
$303K 0.28%
8,701
+2,015
87
$296K 0.28%
17,845
-1,961
88
$282K 0.26%
3,155
+135
89
$278K 0.26%
+18,213
90
$273K 0.25%
5,475
-150
91
$272K 0.25%
22,032
+1,098
92
$267K 0.25%
+3,715
93
$260K 0.24%
12,270
-608
94
$255K 0.24%
+1,927
95
$255K 0.24%
+9,970
96
$253K 0.24%
4,300
97
$250K 0.23%
+4,900
98
$250K 0.23%
+4,250
99
$240K 0.22%
+7,233
100
$239K 0.22%
+3,950
1 2 3
4
5