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
76
$680K 0.41%
3,922
+315
77
$678K 0.41%
69,365
-1,000
78
$678K 0.41%
4,460
+720
79
$672K 0.41%
5,855
80
$668K 0.41%
1,935
81
$661K 0.4%
9,753
+251
82
$653K 0.4%
2,510
-50
83
$611K 0.37%
4,167
+347
84
$608K 0.37%
2,862
+1,450
85
$597K 0.36%
10,045
+350
86
$588K 0.36%
2,000
87
$569K 0.35%
57,700
88
$555K 0.34%
3,573
+288
89
$549K 0.33%
11,484
+300
90
$539K 0.33%
23,967
+1,227
91
$532K 0.32%
2,255
92
$513K 0.31%
5,255
+1,170
93
$498K 0.3%
7,270
94
$494K 0.3%
3,282
+195
95
$493K 0.3%
4,960
+300
96
$493K 0.3%
+3,855
97
$483K 0.29%
3,750
-100
98
$483K 0.29%
2,940
+560
99
$468K 0.28%
11,321
100
$462K 0.28%
9,025
2 3
4
5 6