LWM
Loveless Wealth Management Portfolio holdings
AUM
$153M
This Quarter Return
+5.91%
1 Year Return
-3.63%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$116M
AUM Growth
–
Cap. Flow
+$116M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
29.12%
Holding
116
New
116
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Exxon Mobil
XOM
|
$9.56M |
| 2 |
Realty Income
O
|
$5.06M |
| 3 |
Caterpillar
CAT
|
$2.86M |
| 4 |
Deere & Co
DE
|
$2.53M |
| 5 |
Utilities Select Sector SPDR Fund
XLU
|
$2.53M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 12.06% |
| 2 | Technology | 10.87% |
| 3 | Energy | 9.97% |
| 4 | Healthcare | 9.05% |
| 5 | Real Estate | 7.84% |
