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
TER icon
651
Teradyne
TER
$56.3B
$2.71K ﹤0.01%
+14
CHD icon
652
Church & Dwight Co
CHD
$22.1B
$2.6K ﹤0.01%
+31
STE icon
653
Steris
STE
$20.3B
$2.54K ﹤0.01%
+10
GOVI icon
654
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
$1.18B
$2.54K ﹤0.01%
+92
RELX icon
655
RELX
RELX
$60.6B
$2.42K ﹤0.01%
+60
FMC icon
656
FMC
FMC
$1.68B
$2.41K ﹤0.01%
+174
JKHY icon
657
Jack Henry & Associates
JKHY
$10.4B
$2.37K ﹤0.01%
+13
SJNK icon
658
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.76B
$2.37K ﹤0.01%
+93
TRP icon
659
TC Energy
TRP
$67.5B
$2.37K ﹤0.01%
+43
BBVA icon
660
Banco Bilbao Vizcaya Argentaria
BBVA
$124B
$2.33K ﹤0.01%
+100
BTC
661
Grayscale Bitcoin Mini Trust ETF
BTC
$3.5B
$2.32K ﹤0.01%
+60
TKO icon
662
TKO Group
TKO
$14B
$2.3K ﹤0.01%
+11
MSCI icon
663
MSCI
MSCI
$42.6B
$2.29K ﹤0.01%
+4
HOOD icon
664
Robinhood
HOOD
$69.4B
$2.26K ﹤0.01%
+20
COIN icon
665
Coinbase
COIN
$53B
$2.26K ﹤0.01%
+10
MHK icon
666
Mohawk Industries
MHK
$6.33B
$2.19K ﹤0.01%
+20
CNP icon
667
CenterPoint Energy
CNP
$27.3B
$2.19K ﹤0.01%
+57
RIVN icon
668
Rivian
RIVN
$19.1B
$2.17K ﹤0.01%
+110
TTD icon
669
Trade Desk
TTD
$10.9B
$2.16K ﹤0.01%
+57
KD icon
670
Kyndryl
KD
$2.76B
$2.13K ﹤0.01%
+80
ARES icon
671
Ares Management
ARES
$28.5B
$2.1K ﹤0.01%
+13
SAN icon
672
Banco Santander
SAN
$175B
$2.09K ﹤0.01%
+178
RUM icon
673
Rumble
RUM
$1.8B
$2.09K ﹤0.01%
+330
AME icon
674
Ametek
AME
$53.3B
$2.05K ﹤0.01%
+10
APP icon
675
Applovin
APP
$157B
$2.02K ﹤0.01%
+3