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
$107M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$807K
3
+$574K
4
NVG icon
Nuveen AMT-Free Municipal Credit Income Fund
NVG
+$278K
5
PSX icon
Phillips 66
PSX
+$267K

Top Sells

1
+$140K
2
+$102K
3
+$64.6K
4
NVDA icon
NVIDIA
NVDA
+$60.8K
5
ET icon
Energy Transfer Partners
ET
+$51K

Sector Composition

1 Technology 13.17%
2 Healthcare 10.2%
3 Industrials 9.11%
4 Energy 7.21%
5 Real Estate 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$229K 0.21%
+4,555
102
$228K 0.21%
+5,200
103
$224K 0.21%
+3,254
104
$219K 0.2%
+3,553
105
$218K 0.2%
1,760
106
$215K 0.2%
+12,894
107
$210K 0.2%
3,850
-100
108
$210K 0.2%
+4,050
109
$209K 0.19%
+9,300
110
$206K 0.19%
10,955
-400
111
$204K 0.19%
7,209
112
$134K 0.12%
3,945
113
$64K 0.06%
10,950
-8,000
114
– –
-11,000
1 2 3 4
5