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
101
$273K 0.22%
+1,340
102
$270K 0.22%
+1,014
103
$269K 0.22%
+766
104
$265K 0.21%
+5,616
105
$261K 0.21%
+3,509
106
$256K 0.21%
+1,689
107
$252K 0.2%
+1,472
108
$252K 0.2%
+8,476
109
$245K 0.2%
+3,442
110
$245K 0.2%
+2,819
111
$233K 0.19%
+5,603
112
$232K 0.19%
+12,581
113
$231K 0.19%
+668
114
$220K 0.18%
+452
115
$208K 0.17%
+293
116
$204K 0.16%
+5,495
117
$203K 0.16%
+636
118
$201K 0.16%
+550
119
$201K 0.16%
+2,037
1 2 3 4
5