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
IBB icon
451
iShares Biotechnology ETF
IBB
$8B
$14.7K 0.01%
+87
RY icon
452
Royal Bank of Canada
RY
$253B
$14.7K 0.01%
+86
RBLX icon
453
Roblox
RBLX
$30B
$14.5K 0.01%
+179
XLC icon
454
State Street Communication Services Select Sector SPDR ETF
XLC
$25.7B
$14.5K 0.01%
+123
AON icon
455
Aon
AON
$66.8B
$14.5K 0.01%
+41
OKLO
456
Oklo
OKLO
$12.6B
$14.4K 0.01%
+200
FNDF icon
457
Schwab Fundamental International Large Company Index ETF
FNDF
$23.9B
$14.3K 0.01%
+316
EXC icon
458
Exelon
EXC
$44.9B
$14.2K 0.01%
+325
CCI icon
459
Crown Castle
CCI
$39.5B
$14.1K 0.01%
+159
TROW icon
460
T. Rowe Price
TROW
$22.6B
$13.9K 0.01%
+136
COF icon
461
Capital One
COF
$118B
$13.9K 0.01%
+57
IJH icon
462
iShares Core S&P Mid-Cap ETF
IJH
$118B
$13.9K 0.01%
+210
AOD
463
abrdn Total Dynamic Dividend Fund
AOD
$1.11B
$13.6K 0.01%
+1,394
ALK icon
464
Alaska Air
ALK
$4.55B
$13.4K 0.01%
+266
CRWV
465
CoreWeave Inc
CRWV
$60.3B
$13.2K 0.01%
+185
NBIS
466
Nebius Group N.V.
NBIS
$45B
$13K 0.01%
+155
HSY icon
467
Hershey
HSY
$37.7B
$12.8K 0.01%
+70
BSJT icon
468
Invesco BulletShares 2029 High Yield Corporate Bond ETF
BSJT
$473M
$12.7K 0.01%
+592
BSJS icon
469
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
$665M
$12.7K 0.01%
+576
GNL icon
470
Global Net Lease
GNL
$1.96B
$12.7K 0.01%
+1,472
CMI icon
471
Cummins
CMI
$93.8B
$12.6K 0.01%
+25
ABNB icon
472
Airbnb
ABNB
$84.1B
$12.5K 0.01%
+92
CVS icon
473
CVS Health
CVS
$116B
$12.4K 0.01%
+156
CORP icon
474
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.62B
$12.3K 0.01%
+126
FIW icon
475
First Trust Water ETF
FIW
$1.81B
$12.1K ﹤0.01%
+111