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
AAL icon
576
American Airlines Group
AAL
$8.83B
$5.29K ﹤0.01%
+345
XLRE icon
577
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.71B
$5.29K ﹤0.01%
+131
LULU icon
578
lululemon athletica
LULU
$15.2B
$5.2K ﹤0.01%
+25
VIGI icon
579
Vanguard International Dividend Appreciation ETF
VIGI
$8.85B
$5.17K ﹤0.01%
+57
HLT icon
580
Hilton Worldwide
HLT
$72.1B
$5.17K ﹤0.01%
+18
O icon
581
Realty Income
O
$57.7B
$5.07K ﹤0.01%
+90
SPYD icon
582
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.34B
$5.02K ﹤0.01%
+116
IBIT icon
583
iShares Bitcoin Trust
IBIT
$65B
$5.01K ﹤0.01%
+101
GEHC icon
584
GE HealthCare
GEHC
$28.9B
$4.94K ﹤0.01%
+60
VBK icon
585
Vanguard Small-Cap Growth ETF
VBK
$22.9B
$4.83K ﹤0.01%
+16
PTMC icon
586
Pacer Trendpilot US Mid Cap ETF
PTMC
$398M
$4.82K ﹤0.01%
+135
DAL icon
587
Delta Air Lines
DAL
$48.2B
$4.78K ﹤0.01%
+69
VAW icon
588
Vanguard Materials ETF
VAW
$3.03B
$4.77K ﹤0.01%
+23
JBGS
589
JBG SMITH
JBGS
$906M
$4.71K ﹤0.01%
+277
VST icon
590
Vistra
VST
$49.8B
$4.69K ﹤0.01%
+29
EB
591
DELISTED
Eventbrite
EB
$4.67K ﹤0.01%
+1,050
FCX icon
592
Freeport-McMoran
FCX
$88.6B
$4.67K ﹤0.01%
+92
HWM icon
593
Howmet Aerospace
HWM
$108B
$4.66K ﹤0.01%
+23
ATO icon
594
Atmos Energy
ATO
$30.2B
$4.66K ﹤0.01%
+28
VGIT icon
595
Vanguard Intermediate-Term Treasury ETF
VGIT
$40.1B
$4.62K ﹤0.01%
+77
PAYX icon
596
Paychex
PAYX
$33.7B
$4.6K ﹤0.01%
+41
MCO icon
597
Moody's
MCO
$78.8B
$4.6K ﹤0.01%
+9
VTRS icon
598
Viatris
VTRS
$20B
$4.59K ﹤0.01%
+369
SUSA icon
599
iShares ESG Optimized MSCI USA ETF
SUSA
$3.92B
$4.57K ﹤0.01%
+33
VLTO icon
600
Veralto
VLTO
$21.3B
$4.39K ﹤0.01%
+44