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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 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
CLPT icon
301
ClearPoint Neuro
CLPT
$403M
$48.4K 0.02%
+5,319
VRTX icon
302
Vertex Pharmaceuticals
VRTX
$113B
$48.2K 0.02%
108
GEV icon
303
GE Vernova
GEV
$253B
$48.1K 0.02%
55
SCHX icon
304
Schwab US Large- Cap ETF
SCHX
$71.2B
$48K 0.02%
1,872
BANR icon
305
Banner Corp
BANR
$2.28B
$46.7K 0.02%
770
-288
NVO
306
Novo Nordisk
NVO
$194B
$46.3K 0.02%
1,260
+12
WY icon
307
Weyerhaeuser
WY
$17.9B
$45.3K 0.02%
1,855
+10
TTE icon
308
TotalEnergies
TTE
$196B
$44.6K 0.02%
490
IVOO icon
309
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.68B
$44.5K 0.02%
389
STCE icon
310
Schwab Crypto Thematic ETF
STCE
$315M
$44.4K 0.02%
854
ADSK icon
311
Autodesk
ADSK
$41.9B
$44.3K 0.02%
185
GM icon
312
General Motors
GM
$73.5B
$43.7K 0.02%
586
+1
SO icon
313
Southern Company
SO
$106B
$42.8K 0.02%
443
AEM icon
314
Agnico Eagle Mines
AEM
$81.3B
$41.8K 0.02%
206
KMI icon
315
Kinder Morgan
KMI
$71.1B
$40.5K 0.02%
1,208
+1
GDXU icon
316
MicroSectors Gold Miners 3x Leveraged ETN
GDXU
$911M
$40.3K 0.02%
200
ET icon
317
Energy Transfer Partners
ET
$65.6B
$40K 0.02%
2,072
+1,690
UNP icon
318
Union Pacific
UNP
$162B
$39.8K 0.02%
164
AXON icon
319
Axon Enterprise
AXON
$35.6B
$39.7K 0.02%
94
+31
GDXJ icon
320
VanEck Junior Gold Miners ETF
GDXJ
$7.67B
$39.5K 0.02%
329
-152
EMN icon
321
Eastman Chemical
EMN
$8.6B
$39.3K 0.02%
515
CM icon
322
Canadian Imperial Bank of Commerce
CM
$104B
$38.7K 0.02%
408
BKNG icon
323
Booking.com
BKNG
$128B
$38.5K 0.02%
225
NEE icon
324
NextEra Energy
NEE
$179B
$38.3K 0.02%
412
CDE icon
325
Coeur Mining
CDE
$17.7B
$37.5K 0.01%
2,000