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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 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
CDNS icon
351
Cadence Design Systems
CDNS
$106B
$30.8K 0.01%
111
+14
BGRN icon
352
iShares USD Green Bond ETF
BGRN
$481M
$30.6K 0.01%
645
+5
HACK icon
353
Amplify Cybersecurity ETF
HACK
$2.38B
$30K 0.01%
400
ITW icon
354
Illinois Tool Works
ITW
$74.1B
$29.7K 0.01%
114
FCX icon
355
Freeport-McMoran
FCX
$98.3B
$29.6K 0.01%
504
+412
RGLD icon
356
Royal Gold
RGLD
$17.6B
$29.6K 0.01%
116
+66
BITB icon
357
Bitwise Bitcoin ETF
BITB
$2.44B
$29K 0.01%
789
EQX icon
358
Equinox Gold
EQX
$8.32B
$28.9K 0.01%
2,000
TEM
359
Tempus AI
TEM
$8.59B
$28.9K 0.01%
639
-67
SHY icon
360
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$28.8K 0.01%
348
+1
MXI icon
361
iShares Global Materials ETF
MXI
$359M
$28.4K 0.01%
267
SCHE icon
362
Schwab Emerging Markets Equity ETF
SCHE
$12.6B
$28.1K 0.01%
852
GPC icon
363
Genuine Parts
GPC
$14.3B
$27.7K 0.01%
262
ETY icon
364
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.31B
$27.6K 0.01%
2,000
GTLB icon
365
GitLab
GTLB
$4.69B
$27.4K 0.01%
1,267
+319
HL icon
366
Hecla Mining
HL
$10.3B
$27.4K 0.01%
1,471
+1
ETH
367
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.52B
$27K 0.01%
1,362
-211
LOW icon
368
Lowe's Companies
LOW
$124B
$26.8K 0.01%
113
-100
AJG icon
369
Arthur J. Gallagher & Co
AJG
$56.2B
$26.6K 0.01%
123
ZTS icon
370
Zoetis
ZTS
$33.4B
$26.6K 0.01%
225
-13
SCHK icon
371
Schwab 1000 Index ETF
SCHK
$5.6B
$26.5K 0.01%
846
EFX icon
372
Equifax
EFX
$19.5B
$26.5K 0.01%
147
+13
RSPH icon
373
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$656M
$26.4K 0.01%
873
LUV icon
374
Southwest Airlines
LUV
$22.2B
$26.3K 0.01%
699
+1
MS icon
375
Morgan Stanley
MS
$338B
$26.2K 0.01%
159
13 14
15
16 17