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
$151M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$612K
2
+$250K
3
+$232K
4
DUK icon
Duke Energy
DUK
+$222K
5
FHLC icon
Fidelity MSCI Health Care Index ETF
FHLC
+$221K

Top Sells

1
+$197K
2
+$130K
3
+$63.5K
4
XYZ
Block Inc
XYZ
+$57.4K
5
HCSG icon
Healthcare Services Group
HCSG
+$36.4K

Sector Composition

1 Technology 12.27%
2 Industrials 11.05%
3 Healthcare 8.95%
4 Financials 7.3%
5 Energy 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$599K 0.4%
15,171
+2,125
77
$596K 0.39%
12,142
+1,989
78
$592K 0.39%
28,804
-100
79
$584K 0.39%
8,960
80
$566K 0.37%
10,850
81
$563K 0.37%
3,270
+20
82
$556K 0.37%
2,289
83
$536K 0.35%
9,695
+115
84
$531K 0.35%
2,000
85
$528K 0.35%
3,950
86
$507K 0.33%
3,147
+562
87
$503K 0.33%
8,112
+469
88
$502K 0.33%
7,270
89
$499K 0.33%
11,184
90
$497K 0.33%
2,280
-100
91
$491K 0.32%
10,655
92
$478K 0.32%
9,025
+125
93
$467K 0.31%
9,105
+600
94
$429K 0.28%
15,310
-1,300
95
$388K 0.26%
2,580
+785
96
$379K 0.25%
2,395
97
$376K 0.25%
4,075
+175
98
$373K 0.25%
4,100
99
$369K 0.24%
2,795
+255
100
$367K 0.24%
7,050
1 2 3
4
5