We are live on ! Find out more
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
VYM icon
251
Vanguard High Dividend Yield ETF
VYM
$79.4B
$76.1K 0.03%
514
MRSH
252
Marsh
MRSH
$81.3B
$72.8K 0.03%
420
+14
REGN icon
253
Regeneron Pharmaceuticals
REGN
$64.2B
$72.2K 0.03%
94
+2
VCSH icon
254
Vanguard Short-Term Corporate Bond ETF
VCSH
$43.4B
$72.2K 0.03%
911
+1
PFF icon
255
iShares Preferred and Income Securities ETF
PFF
$13.6B
$72K 0.03%
2,376
-369
SKYY icon
256
First Trust Cloud Computing ETF
SKYY
$3B
$71.6K 0.03%
655
TJX icon
257
TJX Companies
TJX
$186B
$70.4K 0.03%
441
-3
DLN icon
258
WisdomTree US LargeCap Dividend Fund
DLN
$6.15B
$69K 0.03%
772
DGRO icon
259
iShares Core Dividend Growth ETF
DGRO
$41B
$68.6K 0.03%
977
AEHR icon
260
Aehr Test Systems
AEHR
$3.41B
$68K 0.03%
+1,834
BE icon
261
Bloom Energy
BE
$74B
$67.7K 0.03%
500
LNG icon
262
Cheniere Energy
LNG
$50.6B
$67.4K 0.03%
237
NKE icon
263
Nike
NKE
$66.5B
$66.6K 0.03%
1,261
+292
SCHA icon
264
Schwab U.S Small- Cap ETF
SCHA
$23.4B
$66.4K 0.03%
2,283
EME icon
265
Emcor
EME
$36.6B
$65.7K 0.03%
89
-5
NOW icon
266
ServiceNow
NOW
$105B
$65.1K 0.03%
623
+453
SYK icon
267
Stryker
SYK
$120B
$65.1K 0.03%
198
+11
DE icon
268
Deere & Co
DE
$156B
$64.8K 0.03%
115
IONQ icon
269
IonQ
IONQ
$21.6B
$64.3K 0.03%
2,232
+153
USB icon
270
US Bancorp
USB
$91.8B
$62.4K 0.02%
1,200
+8
IWV icon
271
iShares Russell 3000 ETF
IWV
$19.3B
$61.5K 0.02%
166
ORLY icon
272
O'Reilly Automotive
ORLY
$75.4B
$60.9K 0.02%
660
DVN icon
273
Devon Energy
DVN
$52.3B
$59K 0.02%
1,172
-681
DHR icon
274
Danaher
DHR
$127B
$58.9K 0.02%
311
CRM icon
275
Salesforce
CRM
$136B
$57.9K 0.02%
310
9 10
11
12 13