LWM

Lodestone Wealth Management Portfolio holdings

AUM $222M
1-Year Est. Return 15.16%
This Quarter Est. Return
1 Year Est. Return
+15.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$190M
AUM Growth
-$946K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$974K
2
+$576K
3
+$478K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$475K
5
CGXU icon
Capital Group International Focus Equity ETF
CGXU
+$421K

Top Sells

1
+$2.01M
2
+$885K
3
+$560K
4
VTV icon
Vanguard Value ETF
VTV
+$393K
5
FCX icon
Freeport-McMoran
FCX
+$261K

Sector Composition

1 Technology 13.18%
2 Financials 12.54%
3 Consumer Discretionary 8.04%
4 Energy 7.37%
5 Healthcare 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.39M 0.73%
1,638
+82
52
$1.37M 0.72%
22,872
-59
53
$1.36M 0.72%
50,944
+11,988
54
$1.28M 0.68%
49,653
+14,978
55
$1.24M 0.65%
28,504
+1,708
56
$1.18M 0.62%
4,731
57
$1.15M 0.6%
58,342
+29,319
58
$1.1M 0.58%
40,967
+467
59
$1.06M 0.56%
7,275
-1,667
60
$1.02M 0.54%
22,056
+256
61
$1.02M 0.54%
5,243
+148
62
$974K 0.51%
+18,939
63
$950K 0.5%
8,252
+181
64
$948K 0.5%
1,741
-1,626
65
$854K 0.45%
11,593
+40
66
$762K 0.4%
4,383
+97
67
$761K 0.4%
1,478
-19
68
$730K 0.38%
3,395
-48
69
$702K 0.37%
3,424
+162
70
$669K 0.35%
4,741
-17
71
$639K 0.34%
19,416
+24
72
$624K 0.33%
3,429
-61
73
$613K 0.32%
19,779
-939
74
$608K 0.32%
9,682
+47
75
$596K 0.31%
5,069
-17,076
1 2
3
4 5