LWM
Lodestone Wealth Management Portfolio holdings
AUM
$205M
1-Year Return
11.77%
This Quarter Return
+7.15%
1 Year Return
+11.77%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$205M
AUM Growth
+$17.4M
(+9.3%)
Cap. Flow
+$6.95M
Cap. Flow
% of AUM
3.39%
Top 10 Holdings %
Top 10 Hldgs %
25.29%
Holding
172
New
19
Increased
68
Reduced
72
Closed
4
Top Buys
| 1 |
Simon Property Group
SPG
|
+$2.41M |
| 2 |
Bank of America
BAC
|
+$1.21M |
| 3 |
Diamondback Energy
FANG
|
+$980K |
| 4 |
Cenovus Energy
CVE
|
+$681K |
| 5 |
UnitedHealth
UNH
|
+$659K |
Top Sells
| 1 |
JPMorgan Chase
JPM
|
+$811K |
| 2 |
American Express
AXP
|
+$682K |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$621K |
| 4 |
SiriusXM
SIRI
|
+$358K |
| 5 |
Pacer US Small Cap Cash Cows 100 ETF
CALF
|
+$263K |
Sector Composition
| 1 | Technology | 14.27% |
| 2 | Financials | 11.37% |
| 3 | Consumer Discretionary | 7.17% |
| 4 | Energy | 5.54% |
| 5 | Healthcare | 4.22% |
