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

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
GS icon
276
Goldman Sachs
GS
$276B
$58.3K 0.02%
+66
EME icon
277
Emcor
EME
$41B
$57.5K 0.02%
+94
C icon
278
Citigroup
C
$214B
$57.4K 0.02%
+492
IREN icon
279
Iris Energy
IREN
$20.3B
$57.3K 0.02%
+1,517
CYBR
280
DELISTED
CyberArk
CYBR
$56.6K 0.02%
+127
MNST icon
281
Monster Beverage
MNST
$84.4B
$55.4K 0.02%
+723
XSLV icon
282
Invesco S&P SmallCap Low Volatility ETF
XSLV
$243M
$54.9K 0.02%
+1,184
ADSK icon
283
Autodesk
ADSK
$51.6B
$54.8K 0.02%
+185
GDXJ icon
284
VanEck Junior Gold Miners ETF
GDXJ
$9.42B
$54.7K 0.02%
+481
AMP icon
285
Ameriprise Financial
AMP
$41.9B
$54.4K 0.02%
+111
CB icon
286
Chubb
CB
$124B
$53.5K 0.02%
+172
DE icon
287
Deere & Co
DE
$155B
$53.5K 0.02%
+115
WM icon
288
Waste Management
WM
$86.5B
$53.4K 0.02%
+243
ITA icon
289
iShares US Aerospace & Defense ETF
ITA
$13.9B
$52.2K 0.02%
+243
VHT icon
290
Vanguard Health Care ETF
VHT
$16B
$52K 0.02%
+181
LOW icon
291
Lowe's Companies
LOW
$128B
$51.4K 0.02%
+213
CGSM icon
292
Capital Group Short Duration Municipal Income ETF
CGSM
$1.15B
$51.4K 0.02%
+1,950
STCE icon
293
Schwab Crypto Thematic ETF
STCE
$309M
$51.2K 0.02%
+854
SCHX icon
294
Schwab US Large- Cap ETF
SCHX
$69.9B
$50.4K 0.02%
+1,872
AVAV icon
295
AeroVironment
AVAV
$8.52B
$49.1K 0.02%
+203
VRTX icon
296
Vertex Pharmaceuticals
VRTX
$109B
$49K 0.02%
+108
BKNG icon
297
Booking.com
BKNG
$129B
$48.8K 0.02%
+225
GDXU icon
298
MicroSectors Gold Miners 3x Leveraged ETN
GDXU
$1.73B
$48.7K 0.02%
+200
PPL icon
299
PPL Corp
PPL
$27B
$48.1K 0.02%
+1,374
NFLX icon
300
Netflix
NFLX
$368B
$47.7K 0.02%
+509