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
$143M
AUM Growth
-$3.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.59M
3
+$1.55M
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$1.41M
5
CGXU icon
Capital Group International Focus Equity ETF
CGXU
+$713K

Top Sells

1
+$1.19M
2
+$1.05M
3
+$1M
4
OVV icon
Ovintiv
OVV
+$812K
5
ORCL icon
Oracle
ORCL
+$573K

Sector Composition

1 Technology 11.71%
2 Financials 11.52%
3 Consumer Discretionary 9.29%
4 Energy 9.1%
5 Healthcare 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$310K 0.22%
1,641
-115
102
$306K 0.21%
2,161
+79
103
$299K 0.21%
7,615
-2,095
104
$293K 0.21%
9,053
+747
105
$289K 0.2%
5,346
-138
106
$285K 0.2%
4,851
-3,456
107
$285K 0.2%
5,349
-108
108
$271K 0.19%
2,244
+2
109
$268K 0.19%
646
+9
110
$268K 0.19%
10,497
+219
111
$267K 0.19%
498
-3
112
$266K 0.19%
1,705
-12
113
$266K 0.19%
701
+5
114
$262K 0.18%
1,797
+23
115
$256K 0.18%
10,072
-2,681
116
$241K 0.17%
7,758
-57
117
$237K 0.17%
15,812
+126
118
$235K 0.16%
1,908
-807
119
$233K 0.16%
2,888
120
$231K 0.16%
+4,242
121
$231K 0.16%
2,953
-53
122
$228K 0.16%
2,809
-72
123
$215K 0.15%
+6,403
124
$215K 0.15%
1,031
-278
125
$215K 0.15%
4,850
-112
2 3 4
5
6