LWM
Lodestone Wealth Management Portfolio holdings
AUM
$205M
This Quarter Return
+11.32%
1 Year Return
+11.77%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$173M
AUM Growth
+$173M
(+21%)
Cap. Flow
+$15.4M
Cap. Flow
% of AUM
8.9%
Top 10 Holdings %
Top 10 Hldgs %
25.59%
Holding
146
New
19
Increased
69
Reduced
49
Closed
6
Top Buys
Top Sells
| 1 |
Capital Group Short Duration Municipal Income ETF
CGSM
|
$1.59M |
| 2 |
Pacer US Cash Cows 100 ETF
COWZ
|
$1.36M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$1.07M |
| 4 |
Pfizer
PFE
|
$421K |
| 5 |
Dimensional US Small Cap Value ETF
DFSV
|
$398K |
Sector Composition
| 1 | Financials | 12.49% |
| 2 | Technology | 11.58% |
| 3 | Consumer Discretionary | 9.16% |
| 4 | Energy | 6.87% |
| 5 | Healthcare | 5.96% |
