LWM
Loveless Wealth Management Portfolio holdings
AUM
$153M
1-Year Est. Return
3.63%
1 Year Est. Return
-3.63%
AUM
$177M
AUM Growth
-$5.11M
(-2.8%)
Holding
132
Top Buys
| 1 | +$355K | |
| 2 | +$233K | |
| 3 | +$225K | |
| 4 |
Fidelity MSCI Consumer Staples Index ETF
FSTA
|
+$195K |
| 5 |
State Street Industrial Select Sector SPDR ETF
XLI
|
+$171K |
Top Sells
| 1 | +$1.07M | |
| 2 | +$892K | |
| 3 | +$529K | |
| 4 |
Cohen & Steers Duration Preferred & Income Fund
LDP
|
+$214K |
| 5 |
Intel
INTC
|
+$166K |
Sector Composition
| 1 | Technology | 10.92% |
| 2 | Industrials | 9.66% |
| 3 | Healthcare | 9.26% |
| 4 | Energy | 6.33% |
| 5 | Financials | 6.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
International Paper
IP
$20.2B
| – | – |
-22,793
|
|
||
|
127
Cohen & Steers Duration Preferred & Income Fund
LDP
$616M
| – | – |
-8,100
|
|
||
|
CS
128
DELISTED
Credit Suisse Group
CS
| – | – |
-54,900
|
|