LWM
Lodestone Wealth Management Portfolio holdings
AUM
$205M
This Quarter Return
+0.19%
1 Year Return
+11.77%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$199M
AUM Growth
+$199M
(-0.22%)
Cap. Flow
+$2.41M
Cap. Flow
% of AUM
1.21%
Top 10 Holdings %
Top 10 Hldgs %
25.98%
Holding
159
New
11
Increased
58
Reduced
66
Closed
9
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$2.3M |
| 2 |
Meta Platforms (Facebook)
META
|
$2.01M |
| 3 |
Pacer US Cash Cows 100 ETF
COWZ
|
$1.44M |
| 4 |
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
|
$1.29M |
| 5 |
U-Haul Holding Co Series N
UHAL.B
|
$1.05M |
Top Sells
| 1 |
Pathward Financial
CASH
|
$1.96M |
| 2 |
Dimensional Emerging Markets High Profitability ETF
DEHP
|
$1.39M |
| 3 |
Pacer US Small Cap Cash Cows 100 ETF
CALF
|
$1.24M |
| 4 |
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
|
$891K |
| 5 |
Ovintiv
OVV
|
$890K |
Sector Composition
| 1 | Technology | 13.02% |
| 2 | Financials | 12.38% |
| 3 | Consumer Discretionary | 8.25% |
| 4 | Energy | 5.33% |
| 5 | Healthcare | 4.41% |
