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
$130M
AUM Growth
+$5.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$1M
2 +$957K
3 +$843K
4
DVN icon
Devon Energy
DVN
+$415K
5
CGSD icon
Capital Group Short Duration Income ETF
CGSD
+$375K

Top Sells

1 +$17.6M
2 +$2.66M
3 +$256K
4
AAPL icon
Apple
AAPL
+$239K
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$210K

Sector Composition

1 Technology 12.63%
2 Financials 10.47%
3 Consumer Discretionary 8.69%
4 Healthcare 7.22%
5 Energy 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-550
127
-293