LWM
Lodestone Wealth Management Portfolio holdings
AUM
$246M
1-Year Est. Return
18.31%
This Fund
S&P 500
1 Year Est. Return
+18.31%
AUM
$222M
AUM Growth
+$17.1M
(+8.3%)
Holding
177
Top Buys
| 1 | +$484K | |
| 2 | +$474K | |
| 3 | +$431K | |
| 4 |
Capital Group Short Duration Income ETF
CGSD
|
+$425K |
| 5 |
Crocs
CROX
|
+$391K |
Top Sells
| 1 | +$2.86M | |
| 2 | +$1.76M | |
| 3 | +$371K | |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$209K |
| 5 |
Honeywell
HON
|
+$208K |
Sector Composition
| 1 | Technology | 15.62% |
| 2 | Financials | 10.2% |
| 3 | Consumer Discretionary | 7.68% |
| 4 | Energy | 5.65% |
| 5 | Communication Services | 4.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
KKR & Co
KKR
$104B
| – | – |
-1,554
|
|
||
|
177
iShares MSCI USA Min Vol Factor ETF
USMV
$23.2B
| – | – |
-2,224
|
|