LWM

Loveless Wealth Management Portfolio holdings

AUM $153M
1-Year Est. Return 3.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-3.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$742K
2
+$464K
3
+$298K
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$297K
5
SYK icon
Stryker
SYK
+$266K

Top Sells

1
+$494K
2
+$266K
3
+$223K
4
SFM icon
Sprouts Farmers Market
SFM
+$222K
5
XYZ
Block Inc
XYZ
+$211K

Sector Composition

1 Technology 13.05%
2 Industrials 10.1%
3 Healthcare 9.52%
4 Financials 6.98%
5 Consumer Staples 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$536K 0.4%
2,289
-15
77
$517K 0.38%
3,250
+590
78
$514K 0.38%
11,184
-100
79
$507K 0.37%
33,426
+10,950
80
$505K 0.37%
2,380
81
$502K 0.37%
2,000
-100
82
$499K 0.37%
5,634
+805
83
$477K 0.35%
13,046
+1,230
84
$475K 0.35%
8,960
-625
85
$472K 0.35%
7,270
-275
86
$467K 0.34%
16,610
-745
87
$446K 0.33%
9,580
-350
88
$443K 0.33%
8,505
+1,430
89
$440K 0.32%
7,643
+263
90
$385K 0.28%
20,306
+1,090
91
$378K 0.28%
2,585
+868
92
$372K 0.27%
10,655
-300
93
$368K 0.27%
11,321
-854
94
$365K 0.27%
2,395
-25
95
$356K 0.26%
8,900
-645
96
$341K 0.25%
3,950
97
$338K 0.25%
2,277
+115
98
$320K 0.24%
3,900
+22
99
$316K 0.23%
4,100
-150
100
$307K 0.23%
7,050
-159
1 2 3
4
5