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
GM icon
301
General Motors
GM
$71.1B
$47.5K 0.02%
+585
OSK icon
302
Oshkosh
OSK
$8.64B
$47K 0.02%
+374
LNG icon
303
Cheniere Energy
LNG
$50.5B
$46.1K 0.02%
+237
CL icon
304
Colgate-Palmolive
CL
$70.1B
$45.6K 0.02%
+577
ETH
305
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.86B
$44.1K 0.02%
+1,573
WY icon
306
Weyerhaeuser
WY
$17B
$43.7K 0.02%
+1,845
IVOO icon
307
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.46B
$43.5K 0.02%
+389
BE icon
308
Bloom Energy
BE
$74.2B
$43.4K 0.02%
+500
IDXX icon
309
Idexx Laboratories
IDXX
$44.2B
$42.6K 0.02%
+63
AVUV icon
310
Avantis US Small Cap Value ETF
AVUV
$26.3B
$42.6K 0.02%
+418
TEM
311
Tempus AI
TEM
$8.95B
$41.7K 0.02%
+706
VKTX icon
312
Viking Therapeutics
VKTX
$3.64B
$38.9K 0.02%
+1,105
BR icon
313
Broadridge
BR
$17.3B
$38.8K 0.02%
+174
SO icon
314
Southern Company
SO
$103B
$38.6K 0.02%
+443
MPC icon
315
Marathon Petroleum
MPC
$71.5B
$37.9K 0.02%
+233
UNP icon
316
Union Pacific
UNP
$157B
$37.9K 0.02%
+164
BITB icon
317
Bitwise Bitcoin ETF
BITB
$3.08B
$37.5K 0.02%
+789
MZTI
318
The Marzetti Company
MZTI
$3.12B
$37.5K 0.02%
+228
ASM
319
Avino Silver & Gold Mines
ASM
$1.16B
$37.3K 0.02%
+6,000
CCL icon
320
Carnival Corporation Ltd.
CCL
$36.5B
$37K 0.02%
+1,213
CM icon
321
Canadian Imperial Bank of Commerce
CM
$101B
$37K 0.02%
+408
ETHW
322
Bitwise Ethereum ETF
ETHW
$253M
$37K 0.02%
+1,738
GEV icon
323
GE Vernova
GEV
$280B
$36K 0.01%
+55
CDE icon
324
Coeur Mining
CDE
$19.2B
$35.7K 0.01%
+2,000
GTLB icon
325
GitLab
GTLB
$4.39B
$35.6K 0.01%
+948