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
$151M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$612K
2
+$250K
3
+$232K
4
DUK icon
Duke Energy
DUK
+$222K
5
FHLC icon
Fidelity MSCI Health Care Index ETF
FHLC
+$221K

Top Sells

1
+$197K
2
+$130K
3
+$63.5K
4
XYZ
Block Inc
XYZ
+$57.4K
5
HCSG icon
Healthcare Services Group
HCSG
+$36.4K

Sector Composition

1 Technology 12.27%
2 Industrials 11.05%
3 Healthcare 8.95%
4 Financials 7.3%
5 Energy 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$360K 0.24%
2,547
+270
102
$353K 0.23%
11,321
103
$319K 0.21%
14,649
+1,860
104
$308K 0.2%
18,213
105
$304K 0.2%
1,247
+160
106
$294K 0.19%
3,610
107
$288K 0.19%
2,745
108
$271K 0.18%
1,436
-10
109
$269K 0.18%
1,740
+40
110
$261K 0.17%
3,650
111
$254K 0.17%
3,288
+85
112
$250K 0.17%
+9,400
113
$247K 0.16%
1,760
114
$245K 0.16%
3,750
-100
115
$240K 0.16%
3,671
116
$237K 0.16%
1,065
+15
117
$222K 0.15%
+2,300
118
$221K 0.15%
+3,755
119
$214K 0.14%
8,180
-750
1 2 3 4
5