LWM

Lodestone Wealth Management Portfolio holdings

AUM $246M
1-Year Est. Return 18.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.31%
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 +$274M
2 +$955K
3 +$938K
4
DVN icon
Devon Energy
DVN
+$521K
5
BAC icon
Bank of America
BAC
+$513K

Top Sells

1 +$2.64M
2 +$1.9M
3 +$256K
4
AAPL icon
Apple
AAPL
+$214K
5
BLK icon
Blackrock
BLK
+$208K

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
-1,689