LWM
Lodestone Wealth Management Portfolio holdings
AUM
$205M
This Quarter Return
+10.65%
1 Year Return
+11.77%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$124M
AUM Growth
–
Cap. Flow
+$124M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
29.19%
Holding
119
New
119
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Value ETF
VTV
|
$5.2M |
| 2 |
JPMorgan Ultra-Short Income ETF
JPST
|
$5.18M |
| 3 |
Apple
AAPL
|
$4.66M |
| 4 |
Amgen
AMGN
|
$3.59M |
| 5 |
Merck
MRK
|
$3.44M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 11.54% |
| 2 | Technology | 9.2% |
| 3 | Healthcare | 8.52% |
| 4 | Energy | 8.34% |
| 5 | Consumer Discretionary | 7.99% |
