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
$199M
AUM Growth
-$444K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$2.01M
3
+$1.44M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$1.29M
5
UHAL.B icon
U-Haul Holding Co Series N
UHAL.B
+$1.05M

Top Sells

1
+$1.96M
2
+$1.39M
3
+$1.24M
4
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$891K
5
OVV icon
Ovintiv
OVV
+$890K

Sector Composition

1 Technology 13.02%
2 Financials 12.38%
3 Consumer Discretionary 8.25%
4 Energy 5.33%
5 Healthcare 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.42M 0.71%
21,527
+261
52
$1.42M 0.71%
6,876
-17
53
$1.29M 0.65%
4,777
+29
54
$1.29M 0.65%
+49,183
55
$1.16M 0.58%
16,107
-4,462
56
$1.06M 0.53%
69,796
-11,090
57
$1.05M 0.53%
+16,470
58
$1.02M 0.51%
21,936
-397
59
$962K 0.48%
+30,437
60
$930K 0.47%
22,973
-21,971
61
$926K 0.46%
24,923
-206
62
$904K 0.45%
6,254
-349
63
$889K 0.45%
8,261
+117
64
$862K 0.43%
11,648
+36
65
$833K 0.42%
14,967
+2,392
66
$809K 0.41%
+16,537
67
$803K 0.4%
8,003
+500
68
$799K 0.4%
9,563
-196
69
$798K 0.4%
3,295
-100
70
$769K 0.39%
4,613
-56
71
$753K 0.38%
15,360
-2,688
72
$719K 0.36%
1,781
-64
73
$717K 0.36%
3,628
+172
74
$702K 0.35%
2,422
+93
75
$670K 0.34%
8,853
-643
1 2
3
4 5