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
$182M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$290K
2
+$272K
3
+$269K
4
PFE icon
Pfizer
PFE
+$259K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$247K

Top Sells

1
+$1.36M
2
+$678K
3
+$572K
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$532K
5
RTX icon
RTX Corp
RTX
+$312K

Sector Composition

1 Technology 12.01%
2 Healthcare 9.48%
3 Industrials 8.9%
4 Financials 6.38%
5 Consumer Staples 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$213K 0.12%
3,624
-32
127
– –
-10,799
128
– –
-5,953
129
– –
-4,460
130
– –
-2,255
131
– –
-8,820
132
– –
-3,628
2 3 4 5
6