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
-$93K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$493K
2
+$455K
3
+$328K
4
FSTA icon
Fidelity MSCI Consumer Staples Index ETF
FSTA
+$321K
5
HON icon
Honeywell
HON
+$308K

Top Sells

1
+$588K
2
+$430K
3
+$412K
4
INTC icon
Intel
INTC
+$217K
5
EQR icon
Equity Residential
EQR
+$212K

Sector Composition

1 Technology 12.06%
2 Industrials 9.26%
3 Healthcare 9.14%
4 Financials 7.27%
5 Consumer Staples 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$457K 0.28%
1,732
+195
102
$452K 0.28%
3,807
+1,652
103
$435K 0.26%
8,262
104
$431K 0.26%
10,235
105
$364K 0.22%
2,150
-225
106
$351K 0.21%
7,050
107
$350K 0.21%
5,752
+80
108
$340K 0.21%
3,960
+160
109
$328K 0.2%
+2,571
110
$321K 0.2%
+7,660
111
$314K 0.19%
1,215
112
$312K 0.19%
3,628
+405
113
$301K 0.18%
2,965
-40
114
$296K 0.18%
17,251
-962
115
$282K 0.17%
+4,715
116
$269K 0.16%
+992
117
$267K 0.16%
3,810
+200
118
$257K 0.16%
1,336
119
$246K 0.15%
+4,453
120
$245K 0.15%
1,760
121
$235K 0.14%
3,656
-15
122
$231K 0.14%
7,110
+1,220
123
$223K 0.14%
8,180
124
$220K 0.13%
6,890
+400
125
$220K 0.13%
8,820
-4,890
2 3 4
5
6