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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
EXPD icon
426
Expeditors International
EXPD
$21.8B
$18.6K 0.01%
130
PSLV icon
427
Sprott Physical Silver Trust
PSLV
$13.7B
$18.3K 0.01%
750
+250
HSY icon
428
Hershey
HSY
$36.8B
$18.2K 0.01%
88
+18
RIO icon
429
Rio Tinto
RIO
$171B
$18.1K 0.01%
194
AEP icon
430
American Electric Power
AEP
$70.3B
$18K 0.01%
137
VIOO icon
431
Vanguard S&P Small-Cap 600 ETF
VIOO
$4.02B
$17.7K 0.01%
154
REMX icon
432
VanEck Rare Earth/Strategic Metals ETF
REMX
$2.96B
$17.6K 0.01%
+200
SLQD icon
433
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.34B
$17.4K 0.01%
345
+2
YUM icon
434
Yum! Brands
YUM
$42.5B
$17.3K 0.01%
111
FFIV icon
435
F5
FFIV
$22.4B
$17.1K 0.01%
59
VMBS icon
436
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.4B
$17.1K 0.01%
363
+2
SOLS
437
Solstice Advanced Materials
SOLS
$13.2B
$17K 0.01%
223
MSI icon
438
Motorola Solutions
MSI
$68.4B
$16.9K 0.01%
39
+9
PRCT icon
439
Procept Biorobotics
PRCT
$1.46B
$16.8K 0.01%
672
BTU icon
440
Peabody Energy
BTU
$3.34B
$16.6K 0.01%
505
+1
EWJ icon
441
iShares MSCI Japan ETF
EWJ
$21.7B
$16.6K 0.01%
197
CMG icon
442
Chipotle Mexican Grill
CMG
$41.3B
$16.6K 0.01%
518
GBTC icon
443
Grayscale Bitcoin Trust
GBTC
$9.57B
$16.3K 0.01%
308
NBIS
444
Nebius Group N.V.
NBIS
$59B
$16.1K 0.01%
155
AZN icon
445
AstraZeneca
AZN
$277B
$16K 0.01%
81
-84
EXC icon
446
Exelon
EXC
$47.3B
$15.9K 0.01%
325
WHR icon
447
Whirlpool
WHR
$2.78B
$15.8K 0.01%
293
+5
PULS icon
448
PGIM Ultra Short Bond ETF
PULS
$16.4B
$15.7K 0.01%
317
SCZ icon
449
iShares MSCI EAFE Small-Cap ETF
SCZ
$14.6B
$15.7K 0.01%
200
SPPP
450
Sprott Physical Platinum and Palladium Trust
SPPP
$584M
$15.5K 0.01%
+1,000