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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
CCI icon
476
Crown Castle
CCI
$40.2B
$12.6K 0.01%
155
-4
VONV icon
477
Vanguard Russell 1000 Value ETF
VONV
$20.1B
$12.3K ﹤0.01%
131
-31
TROW icon
478
T. Rowe Price
TROW
$23.5B
$12.3K ﹤0.01%
136
AWK icon
479
American Water Works
AWK
$24.7B
$12.2K ﹤0.01%
90
CORP icon
480
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.61B
$12.2K ﹤0.01%
126
SPMD icon
481
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$17.9B
$12.1K ﹤0.01%
204
VONG icon
482
Vanguard Russell 1000 Growth ETF
VONG
$43.8B
$12.1K ﹤0.01%
110
-20
D icon
483
Dominion Energy
D
$59.7B
$12K ﹤0.01%
194
SIRI icon
484
SiriusXM
SIRI
$9.26B
$12K ﹤0.01%
519
+5
VEEV icon
485
Veeva Systems
VEEV
$25.9B
$11.9K ﹤0.01%
68
+38
OKLO
486
Oklo
OKLO
$10B
$11.9K ﹤0.01%
240
+40
LIN icon
487
Linde
LIN
$242B
$11.9K ﹤0.01%
24
CRDO icon
488
Credo Technology Group
CRDO
$46.3B
$11.7K ﹤0.01%
+125
XES icon
489
State Street SPDR S&P Oil & Gas Equipment & Services ETF
XES
$590M
$11.7K ﹤0.01%
+100
ABNB icon
490
Airbnb
ABNB
$78.5B
$11.6K ﹤0.01%
92
XIFR
491
XPLR Infrastructure LP
XIFR
$1.1B
$11.6K ﹤0.01%
1,094
INDA icon
492
iShares MSCI India ETF
INDA
$6.75B
$11.5K ﹤0.01%
245
-1,252
FVD icon
493
First Trust Value Line Dividend Fund
FVD
$8.12B
$11.4K ﹤0.01%
243
CACI icon
494
CACI
CACI
$11.5B
$11.4K ﹤0.01%
21
WEX icon
495
WEX
WEX
$4.7B
$11.3K ﹤0.01%
74
CVS icon
496
CVS Health
CVS
$130B
$11.2K ﹤0.01%
156
PEB.PRE icon
497
Pebblebrook Hotel Trust 6.375% Series E Preferred Shares
PEB.PRE
$89.2M
$11.1K ﹤0.01%
579
+5
COF icon
498
Capital One
COF
$115B
$11.1K ﹤0.01%
61
+4
DIV icon
499
Global X SuperDividend US ETF
DIV
$753M
$11K ﹤0.01%
581
+10
CCJ icon
500
Cameco
CCJ
$44B
$10.9K ﹤0.01%
100
18 19
20
21 22