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
126
$220K 0.13%
10,799
-20,210
127
$218K 0.13%
9,400
128
$215K 0.13%
3,750
129
$215K 0.13%
+549
130
– –
-2,750
131
– –
-25,674
2 3 4 5
6