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
$246M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
799
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.31M
3
+$952K
4
CGMS icon
Capital Group US Multi-Sector Income ETF
CGMS
+$488K
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$461K

Top Sells

1
+$1.13M
2
+$719K
3
+$593K
4
AAPL icon
Apple
AAPL
+$527K
5
BAC icon
Bank of America
BAC
+$402K

Sector Composition

1 Technology 14.87%
2 Financials 9.92%
3 Consumer Discretionary 6.84%
4 Healthcare 5.06%
5 Communication Services 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ARTY
226
iShares Future AI & Tech ETF
ARTY
$2.2B
$90.2K 0.04%
+1,873
WBD icon
227
Warner Bros
WBD
$67.3B
$89.8K 0.04%
+3,116
JPIN icon
228
JPMorgan Diversified Return International Equity ETF
JPIN
$352M
$89.7K 0.04%
+1,316
TMUS icon
229
T-Mobile US
TMUS
$240B
$89.3K 0.04%
+440
NVS icon
230
Novartis
NVS
$293B
$88.4K 0.04%
+641
PEP icon
231
PepsiCo
PEP
$218B
$88.3K 0.04%
+615
GE icon
232
GE Aerospace
GE
$314B
$87.8K 0.04%
+285
BMY icon
233
Bristol-Myers Squibb
BMY
$120B
$86.7K 0.04%
+1,608
ETN icon
234
Eaton
ETN
$138B
$86K 0.04%
+270
IYM icon
235
iShares US Basic Materials ETF
IYM
$1.38B
$85.6K 0.03%
+556
SKYY icon
236
First Trust Cloud Computing ETF
SKYY
$2.39B
$85.2K 0.03%
+655
PFF icon
237
iShares Preferred and Income Securities ETF
PFF
$13.8B
$85K 0.03%
+2,745
KKR icon
238
KKR & Co
KKR
$76.6B
$83K 0.03%
+651
ZBH icon
239
Zimmer Biomet
ZBH
$18.2B
$82.3K 0.03%
+915
CRM icon
240
Salesforce
CRM
$178B
$82.2K 0.03%
+310
EQAL icon
241
Invesco Russell 1000 Equal Weight ETF
EQAL
$752M
$81K 0.03%
+1,538
INDA icon
242
iShares MSCI India ETF
INDA
$7.87B
$80.9K 0.03%
+1,497
SBUX icon
243
Starbucks
SBUX
$113B
$77.3K 0.03%
+918
GCOW icon
244
Pacer Global Cash Cows Dividend ETF
GCOW
$3.16B
$77.2K 0.03%
+1,872
CIFR icon
245
Cipher Digital Inc. Common Stock
CIFR
$5.7B
$77.2K 0.03%
+5,227
MRSH
246
Marsh
MRSH
$83.3B
$75.3K 0.03%
+406
VYM icon
247
Vanguard High Dividend Yield ETF
VYM
$72.2B
$73.8K 0.03%
+514
KLAC icon
248
KLA
KLAC
$186B
$72.9K 0.03%
+60
ABBV icon
249
AbbVie
ABBV
$388B
$72.9K 0.03%
+319
VCSH icon
250
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.6B
$72.6K 0.03%
+910
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