LWM

Lodestone Wealth Management Portfolio holdings

AUM $246M
1-Year Est. Return 18.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.31%
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
GDRX icon
651
GoodRx Holdings
GDRX
$767M
$2.71K ﹤0.01%
+1,000
CHD icon
652
Church & Dwight Co
CHD
$23.1B
$2.6K ﹤0.01%
+31
STE icon
653
Steris
STE
$21B
$2.54K ﹤0.01%
+10
GOVI icon
654
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
$1.06B
$2.54K ﹤0.01%
+92
RELX icon
655
RELX
RELX
$61.3B
$2.42K ﹤0.01%
+60
FMC icon
656
FMC
FMC
$1.75B
$2.41K ﹤0.01%
+174
JKHY icon
657
Jack Henry & Associates
JKHY
$12.2B
$2.37K ﹤0.01%
+13
SJNK icon
658
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.91B
$2.37K ﹤0.01%
+93
TRP icon
659
TC Energy
TRP
$66.3B
$2.37K ﹤0.01%
+43
BBVA icon
660
Banco Bilbao Vizcaya Argentaria
BBVA
$116B
$2.33K ﹤0.01%
+100
BTC
661
Grayscale Bitcoin Mini Trust ETF
BTC
$3.11B
$2.32K ﹤0.01%
+60
TKO icon
662
TKO Group
TKO
$15.2B
$2.3K ﹤0.01%
+11
MSCI icon
663
MSCI
MSCI
$40.3B
$2.29K ﹤0.01%
+4
HOOD icon
664
Robinhood
HOOD
$66.1B
$2.26K ﹤0.01%
+20
COIN icon
665
Coinbase
COIN
$51.6B
$2.26K ﹤0.01%
+10
MHK icon
666
Mohawk Industries
MHK
$6.3B
$2.19K ﹤0.01%
+20
CNP icon
667
CenterPoint Energy
CNP
$28.8B
$2.19K ﹤0.01%
+57
RIVN icon
668
Rivian
RIVN
$18.4B
$2.17K ﹤0.01%
+110
TTD icon
669
Trade Desk
TTD
$13B
$2.16K ﹤0.01%
+57
KD icon
670
Kyndryl
KD
$2.78B
$2.13K ﹤0.01%
+80
ARES icon
671
Ares Management
ARES
$22.8B
$2.1K ﹤0.01%
+13
SAN icon
672
Banco Santander
SAN
$156B
$2.09K ﹤0.01%
+178
RUM icon
673
Rumble
RUM
$1.81B
$2.09K ﹤0.01%
+330
AME icon
674
Ametek
AME
$49.1B
$2.05K ﹤0.01%
+10
APP icon
675
Applovin
APP
$155B
$2.02K ﹤0.01%
+3