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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
FNDF icon
451
Schwab Fundamental International Large Company Index ETF
FNDF
$24.4B
$15.5K 0.01%
316
IEP icon
452
Icahn Enterprises
IEP
$4.97B
$15.3K 0.01%
2,032
+1,000
OLN icon
453
Olin
OLN
$2.86B
$15K 0.01%
+504
URI icon
454
United Rentals
URI
$67.3B
$14.9K 0.01%
20
UL icon
455
Unilever
UL
$128B
$14.9K 0.01%
261
IBB icon
456
iShares Biotechnology ETF
IBB
$7.89B
$14.7K 0.01%
87
SSRM icon
457
SSR Mining
SSRM
$5.65B
$14.7K 0.01%
500
XYZ
458
Block Inc
XYZ
$41.4B
$14.5K 0.01%
241
-15
CRWV
459
CoreWeave Inc
CRWV
$54.9B
$14.3K 0.01%
185
XRPI
460
Volatility Shares Trust XRP ETF
XRPI
$88.3M
$14.2K 0.01%
1,867
+1
SFL icon
461
SFL Corp
SFL
$1.53B
$14.1K 0.01%
1,309
+25
GNL icon
462
Global Net Lease
GNL
$2B
$14.1K 0.01%
1,502
+30
RY icon
463
Royal Bank of Canada
RY
$277B
$13.9K 0.01%
86
BSX icon
464
Boston Scientific
BSX
$69.7B
$13.9K 0.01%
221
TWST icon
465
Twist Bioscience
TWST
$4.74B
$13.8K 0.01%
290
MMM icon
466
3M
MMM
$82.6B
$13.7K 0.01%
94
XLC icon
467
State Street Communication Services Select Sector SPDR ETF
XLC
$24B
$13.6K 0.01%
123
AOD
468
abrdn Total Dynamic Dividend Fund
AOD
$1.09B
$13.4K 0.01%
1,453
+59
ENB icon
469
Enbridge
ENB
$123B
$13.3K 0.01%
246
-117
TMO icon
470
Thermo Fisher Scientific
TMO
$174B
$13.3K 0.01%
27
CMI icon
471
Cummins
CMI
$91B
$13.2K 0.01%
25
AON icon
472
Aon
AON
$71.6B
$13.2K 0.01%
41
DEO icon
473
Diageo
DEO
$45.5B
$12.8K 0.01%
172
BSJS icon
474
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
$695M
$12.7K 0.01%
584
+8
BSJT icon
475
Invesco BulletShares 2029 High Yield Corporate Bond ETF
BSJT
$531M
$12.7K 0.01%
602
+10