LWM
Loveless Wealth Management Portfolio holdings
AUM
$153M
This Quarter Return
-21.57%
1 Year Return
-3.63%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$84.9M
AUM Growth
+$84.9M
(-27%)
Cap. Flow
-$5.05M
Cap. Flow
% of AUM
-5.95%
Top 10 Holdings %
Top 10 Hldgs %
29.53%
Holding
116
New
–
Increased
50
Reduced
26
Closed
20
Top Buys
Top Sells
| 1 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
$994K |
| 2 |
Nuveen Municipal Value Fund
NUV
|
$521K |
| 3 |
Oneok
OKE
|
$514K |
| 4 |
Phillips 66
PSX
|
$371K |
| 5 |
SPDR Bloomberg Convertible Securities ETF
CWB
|
$340K |
Sector Composition
| 1 | Technology | 12.59% |
| 2 | Industrials | 11.65% |
| 3 | Healthcare | 10.84% |
| 4 | Energy | 7.09% |
| 5 | Financials | 7.03% |
