LWM
Lodestone Wealth Management Portfolio holdings
AUM
$205M
This Quarter Return
+8.81%
1 Year Return
+11.77%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$191M
AUM Growth
+$191M
(+10%)
Cap. Flow
+$4.37M
Cap. Flow
% of AUM
2.29%
Top 10 Holdings %
Top 10 Hldgs %
24.35%
Holding
150
New
10
Increased
67
Reduced
65
Closed
2
Top Buys
| 1 |
Capital Group Core Bond ETF
CGCB
|
$901K |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$901K |
| 3 |
Capital Group US Multi-Sector Income ETF
CGMS
|
$795K |
| 4 |
Capital Group Core Plus Income ETF
CGCP
|
$764K |
| 5 |
Cenovus Energy
CVE
|
$580K |
Top Sells
| 1 |
Warner Bros
WBD
|
$599K |
| 2 |
FedEx
FDX
|
$413K |
| 3 |
Vanguard Value ETF
VTV
|
$402K |
| 4 |
Devon Energy
DVN
|
$383K |
| 5 |
NVR
NVR
|
$275K |
Sector Composition
| 1 | Financials | 12.84% |
| 2 | Technology | 11.72% |
| 3 | Consumer Discretionary | 9.14% |
| 4 | Energy | 7.08% |
| 5 | Healthcare | 5.82% |
