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
$164M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$417K
2
+$401K
3
+$369K
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$328K
5
HON icon
Honeywell
HON
+$310K

Top Sells

1
+$213K
2
+$199K
3
+$184K
4
CAT icon
Caterpillar
CAT
+$122K
5
NVDA icon
NVIDIA
NVDA
+$120K

Sector Composition

1 Technology 12.2%
2 Industrials 9.98%
3 Healthcare 9.03%
4 Financials 7.19%
5 Energy 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$433K 0.26%
13,710
-1,600
102
$414K 0.25%
2,375
-20
103
$409K 0.25%
2,380
+640
104
$403K 0.25%
4,085
+1,785
105
$399K 0.24%
1,537
+290
106
$375K 0.23%
7,050
107
$369K 0.22%
+5,672
108
$348K 0.21%
3,800
-300
109
$325K 0.2%
18,213
110
$315K 0.19%
3,005
+260
111
$310K 0.19%
+1,412
112
$310K 0.19%
3,610
113
$275K 0.17%
3,223
-65
114
$275K 0.17%
1,215
+150
115
$257K 0.16%
1,336
-100
116
$254K 0.15%
+2,155
117
$246K 0.15%
3,671
118
$244K 0.15%
1,760
119
$234K 0.14%
9,400
120
$226K 0.14%
3,750
121
$225K 0.14%
+6,490
122
$224K 0.14%
8,180
123
$219K 0.13%
+5,890
124
$212K 0.13%
2,750
-900
1 2 3 4
5