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
$124M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$5.2M
2
+$5.18M
3
+$4.66M
4
AMGN icon
Amgen
AMGN
+$3.59M
5
MRK icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$405K 0.33%
+8,215
77
$403K 0.33%
+4,266
78
$400K 0.32%
+4,898
79
$380K 0.31%
+13,979
80
$376K 0.3%
+979
81
$372K 0.3%
+10,870
82
$369K 0.3%
+985
83
$369K 0.3%
+25,240
84
$357K 0.29%
+15,228
85
$347K 0.28%
+1,315
86
$329K 0.27%
+1,790
87
$325K 0.26%
+4,612
88
$322K 0.26%
+8,163
89
$316K 0.26%
+3,153
90
$313K 0.25%
+1,807
91
$309K 0.25%
+2,190
92
$308K 0.25%
+12,053
93
$303K 0.24%
+11,913
94
$302K 0.24%
+2,226
95
$302K 0.24%
+3,453
96
$298K 0.24%
+11,829
97
$297K 0.24%
+1,112
98
$294K 0.24%
+1,692
99
$291K 0.23%
+838
100
$287K 0.23%
+3,057
1 2 3
4
5