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
$116M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$9.56M
2
+$5.05M
3
+$2.85M
4
DE icon
Deere & Co
DE
+$2.53M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$2.53M

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.87%
2 Industrials 10.03%
3 Energy 9.97%
4 Healthcare 9.05%
5 Real Estate 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.56M 8.24%
+135,916
2
$5.05M 4.36%
+70,699
3
$2.85M 2.46%
+19,230
4
$2.53M 2.19%
+14,434
5
$2.53M 2.18%
+39,601
6
$2.39M 2.06%
+16,565
7
$2.35M 2.03%
+211,629
8
$2.27M 1.96%
+49,570
9
$2.11M 1.82%
+23,804
10
$2.11M 1.82%
+28,372
11
$2.02M 1.75%
+37,557
12
$1.98M 1.7%
+31,680
13
$1.98M 1.7%
+32,867
14
$1.91M 1.64%
+20,628
15
$1.9M 1.64%
+14,194
16
$1.89M 1.63%
+11,914
17
$1.83M 1.58%
+20,110
18
$1.83M 1.57%
+12,463
19
$1.73M 1.49%
+41,652
20
$1.72M 1.48%
+14,026
21
$1.71M 1.47%
+76,014
22
$1.64M 1.42%
+55,784
23
$1.63M 1.41%
+27,300
24
$1.62M 1.4%
+54,863
25
$1.61M 1.39%
+18,508
1
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