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LWM
Lodestone Wealth Management Portfolio holdings
AUM
$252M
1-Year Est. Return
22.47%
This Fund
S&P 500
1 Year Est. Return
+22.47%
AUM
$252M
AUM Growth
+$6.77M
(+2.8%)
Holding
826
Top Buys
| 1 | +$1.36M | |
| 2 | +$576K | |
| 3 | +$575K | |
| 4 |
CGNG
Capital Group New Geography Equity ETF
CGNG
|
+$484K |
| 5 |
Avantis International Small Cap Value ETF
AVDV
|
+$449K |
Top Sells
| 1 | +$519K | |
| 2 | +$122K | |
| 3 | +$109K | |
| 4 |
SPDR Gold Trust
GLD
|
+$107K |
| 5 |
American Express
AXP
|
+$103K |
Sector Composition
| 1 | Technology | 13.64% |
| 2 | Financials | 8.6% |
| 3 | Energy | 6.61% |
| 4 | Consumer Discretionary | 6.31% |
| 5 | Healthcare | 5.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
826
Becton Dickinson
BDX
$40.3B
| – | – |
-1
|
|