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
JMBS icon
701
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.72B
$1.6K ﹤0.01%
+35
VCLT icon
702
Vanguard Long-Term Corporate Bond ETF
VCLT
$7.49B
$1.59K ﹤0.01%
+21
BURU icon
703
Nuburu Inc
BURU
$27.8M
$1.59K ﹤0.01%
+10,000
AMAT icon
704
Applied Materials
AMAT
$271B
$1.54K ﹤0.01%
+6
NATL icon
705
NCR Atleos
NATL
$3.25B
$1.49K ﹤0.01%
+39
DG icon
706
Dollar General
DG
$29B
$1.42K ﹤0.01%
+11
SCHR icon
707
Schwab Intermediately-Term US Treasury ETF
SCHR
$12.7B
$1.4K ﹤0.01%
+56
BATRA icon
708
Atlanta Braves Holdings Series A
BATRA
$3.04B
$1.4K ﹤0.01%
+33
TOL icon
709
Toll Brothers
TOL
$12.9B
$1.36K ﹤0.01%
+10
AI icon
710
C3.ai
AI
$1.25B
$1.35K ﹤0.01%
+100
AVUS icon
711
Avantis US Equity ETF
AVUS
$10.9B
$1.34K ﹤0.01%
+12
CTAS icon
712
Cintas
CTAS
$77.7B
$1.32K ﹤0.01%
+7
CTVA icon
713
Corteva
CTVA
$53.3B
$1.31K ﹤0.01%
+20
AVB icon
714
AvalonBay Communities
AVB
$23.7B
$1.3K ﹤0.01%
+7
DFE icon
715
WisdomTree Europe SmallCap Dividend Fund
DFE
$156M
$1.29K ﹤0.01%
+18
FWONK icon
716
Liberty Media Series C
FWONK
$21B
$1.28K ﹤0.01%
+13
PAAS icon
717
Pan American Silver
PAAS
$23.7B
$1.24K ﹤0.01%
+24
DJT icon
718
Trump Media & Technology Group
DJT
$2.71B
$1.22K ﹤0.01%
+92
BUD icon
719
AB InBev
BUD
$141B
$1.22K ﹤0.01%
+19
BCE icon
720
BCE
BCE
$23.8B
$1.22K ﹤0.01%
+51
MDY icon
721
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$23.8B
$1.21K ﹤0.01%
+2
GRAL
722
GRAIL Inc
GRAL
$1.74B
$1.2K ﹤0.01%
+14
DOCS icon
723
Doximity
DOCS
$4.5B
$1.2K ﹤0.01%
+27
UHAL icon
724
U-Haul Holding Co
UHAL
$8.71B
$1.16K ﹤0.01%
+23
DOCU
725
DocuSign
DOCU
$9.42B
$1.09K ﹤0.01%
+16