LWM
Loveless Wealth Management Portfolio holdings
AUM
$153M
This Quarter Return
-10.93%
1 Year Return
-3.63%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$153M
AUM Growth
+$153M
(-14%)
Cap. Flow
-$1.82M
Cap. Flow
% of AUM
-1.19%
Top 10 Holdings %
Top 10 Hldgs %
27.56%
Holding
129
New
–
Increased
55
Reduced
36
Closed
7
Top Buys
| 1 |
Amazon
AMZN
|
$381K |
| 2 |
Utilities Select Sector SPDR Fund
XLU
|
$149K |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
$94.6K |
| 4 |
Fidelity MSCI Consumer Staples Index ETF
FSTA
|
$90.6K |
| 5 |
Schwab US Large-Cap Value ETF
SCHV
|
$86.5K |
Top Sells
| 1 |
Exxon Mobil
XOM
|
$942K |
| 2 |
PayPal
PYPL
|
$315K |
| 3 |
Roku
ROKU
|
$279K |
| 4 |
Prologis
PLD
|
$225K |
| 5 |
Salesforce
CRM
|
$221K |
Sector Composition
| 1 | Industrials | 10.2% |
| 2 | Healthcare | 9.93% |
| 3 | Technology | 9.53% |
| 4 | Energy | 6.86% |
| 5 | Financials | 6.15% |
