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
$190M
AUM Growth
-$946K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$974K
2
+$576K
3
+$478K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$475K
5
CGXU icon
Capital Group International Focus Equity ETF
CGXU
+$421K

Top Sells

1
+$2.01M
2
+$885K
3
+$560K
4
VTV icon
Vanguard Value ETF
VTV
+$393K
5
FCX icon
Freeport-McMoran
FCX
+$261K

Sector Composition

1 Technology 13.18%
2 Financials 12.54%
3 Consumer Discretionary 8.04%
4 Energy 7.37%
5 Healthcare 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$451K 0.24%
1,770
+97
102
$437K 0.23%
6,410
+127
103
$436K 0.23%
481
-17
104
$425K 0.22%
1,949
-15
105
$424K 0.22%
269
-4
106
$417K 0.22%
10,143
-185
107
$393K 0.21%
2,615
+3
108
$381K 0.2%
5,447
+56
109
$380K 0.2%
1,252
+11
110
$379K 0.2%
658
111
$376K 0.2%
1,898
-8
112
$368K 0.19%
6,802
-382
113
$367K 0.19%
5,419
+95
114
$342K 0.18%
10,294
-198
115
$335K 0.18%
13,870
116
$334K 0.18%
8,110
-196
117
$312K 0.16%
2,257
+2
118
$307K 0.16%
594
-52
119
$300K 0.16%
3,428
+96
120
$298K 0.16%
1,735
-9
121
$292K 0.15%
3,479
-767
122
$291K 0.15%
7,518
-2,084
123
$288K 0.15%
1,745
+29
124
$286K 0.15%
10,652
-1,607
125
$279K 0.15%
7,944
-501
3 4
5
6 7