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LWM

Lodestone Wealth Management Portfolio holdings

AUM $252M
1-Year Est. Return 22.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$252M
AUM Growth
+$6.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
826
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$576K
3
+$575K
4
CGNG
Capital Group New Geography Equity ETF
CGNG
+$484K
5
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$449K

Top Sells

1
+$519K
2
+$122K
3
+$109K
4
GLD icon
SPDR Gold Trust
GLD
+$107K
5
AXP icon
American Express
AXP
+$103K

Sector Composition

1 Technology 13.64%
2 Financials 8.6%
3 Energy 6.61%
4 Consumer Discretionary 6.31%
5 Healthcare 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JPIN icon
226
JPMorgan Diversified Return International Equity ETF
JPIN
$366M
$95.5K 0.04%
1,341
+25
PEP icon
227
PepsiCo
PEP
$197B
$93.9K 0.04%
605
-10
FDN icon
228
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.06B
$92.4K 0.04%
395
TMUS icon
229
T-Mobile US
TMUS
$205B
$92.4K 0.04%
440
SOFI icon
230
SoFi Technologies
SOFI
$21.3B
$91.8K 0.04%
5,778
+936
TLN
231
Talen Energy Corp
TLN
$16.4B
$91.3K 0.04%
286
+125
ISRG icon
232
Intuitive Surgical
ISRG
$146B
$91.3K 0.04%
198
+20
ASTS icon
233
AST SpaceMobile
ASTS
$24.6B
$89.7K 0.04%
1,082
+259
GCOW icon
234
Pacer Global Cash Cows Dividend ETF
GCOW
$3.32B
$89.5K 0.04%
1,936
+64
VZ icon
235
Verizon
VZ
$201B
$88.9K 0.04%
1,771
+2
ARTY
236
iShares Future AI & Tech ETF
ARTY
$3.7B
$87.2K 0.03%
1,873
FBTC icon
237
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.8B
$85.9K 0.03%
1,456
-616
TSCO icon
238
Tractor Supply
TSCO
$16.4B
$85.7K 0.03%
1,891
WBD icon
239
Warner Bros
WBD
$67.6B
$85.6K 0.03%
3,116
ALAB icon
240
Astera Labs
ALAB
$62.9B
$84.8K 0.03%
774
-152
EQAL icon
241
Invesco Russell 1000 Equal Weight ETF
EQAL
$815M
$84.7K 0.03%
1,538
AVUV icon
242
Avantis US Small Cap Value ETF
AVUV
$28.5B
$84.6K 0.03%
766
+348
TXN icon
243
Texas Instruments
TXN
$274B
$84.3K 0.03%
434
-143
KLAC icon
244
KLA
KLAC
$332B
$82.5K 0.03%
56
-4
KKR icon
245
KKR & Co
KKR
$86.4B
$81.7K 0.03%
884
+233
SBUX icon
246
Starbucks
SBUX
$117B
$81K 0.03%
904
-14
GE icon
247
GE Aerospace
GE
$350B
$81K 0.03%
285
ABBV icon
248
AbbVie
ABBV
$402B
$79.2K 0.03%
364
+45
WMB icon
249
Williams Companies
WMB
$88.2B
$77.9K 0.03%
1,070
NOC icon
250
Northrop Grumman
NOC
$78.2B
$77.8K 0.03%
114
8 9
10
11 12