LWM
Loveless Wealth Management Portfolio holdings
AUM
$153M
This Quarter Return
+18.6%
1 Year Return
-3.63%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$107M
AUM Growth
+$107M
(+26%)
Cap. Flow
+$7.97M
Cap. Flow
% of AUM
7.43%
Top 10 Holdings %
Top 10 Hldgs %
27.75%
Holding
114
New
18
Increased
45
Reduced
35
Closed
1
Top Buys
Top Sells
| 1 |
Microsoft
MSFT
|
$140K |
| 2 |
Apple
AAPL
|
$102K |
| 3 |
McDonald's
MCD
|
$64.6K |
| 4 |
NVIDIA
NVDA
|
$60.8K |
| 5 |
Energy Transfer Partners
ET
|
$51K |
Sector Composition
| 1 | Technology | 13.17% |
| 2 | Industrials | 10.86% |
| 3 | Healthcare | 10.2% |
| 4 | Energy | 7.21% |
| 5 | Real Estate | 6.57% |
