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
$116M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$9.56M
2
+$5.05M
3
+$2.85M
4
DE icon
Deere & Co
DE
+$2.53M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$2.53M

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.87%
2 Industrials 10.03%
3 Energy 9.97%
4 Healthcare 9.05%
5 Real Estate 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$268K 0.23%
+20,886
102
$255K 0.22%
+5,050
103
$252K 0.22%
+7,510
104
$248K 0.21%
+1,760
105
$243K 0.21%
+9,300
106
$242K 0.21%
+3,950
107
$237K 0.2%
+5,149
108
$236K 0.2%
+3,955
109
$236K 0.2%
+5,200
110
$234K 0.2%
+16,285
111
$222K 0.19%
+16,320
112
$209K 0.18%
+5,416
113
$206K 0.18%
+2,200
114
$200K 0.17%
+26,050
115
$200K 0.17%
+2,415
116
$179K 0.15%
+13,200
1 2 3 4
5