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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
VNQ icon
176
Vanguard Real Estate ETF
VNQ
$38.1B
$201K 0.08%
2,262
-21
RWJ icon
177
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$1.95B
$198K 0.08%
3,925
AFL icon
178
Aflac
AFL
$60B
$197K 0.08%
1,796
+9
KMB icon
179
Kimberly-Clark
KMB
$34B
$195K 0.08%
2,018
+3
DFAS icon
180
Dimensional US Small Cap ETF
DFAS
$14.8B
$187K 0.07%
2,635
+4
LMT icon
181
Lockheed Martin
LMT
$125B
$187K 0.07%
310
USMV icon
182
iShares MSCI USA Min Vol Factor ETF
USMV
$22.9B
$187K 0.07%
2,014
-37
RTX icon
183
RTX Corp
RTX
$247B
$178K 0.07%
922
HDEF icon
184
Xtrackers MSCI EAFE High Dividend Yield Equity ETF
HDEF
$2.26B
$172K 0.07%
5,321
ITB icon
185
iShares US Home Construction ETF
ITB
$2.73B
$170K 0.07%
1,880
-50
KEYS icon
186
Keysight
KEYS
$59.9B
$167K 0.07%
593
-112
CGIC
187
Capital Group International Core Equity ETF
CGIC
$1.97B
$159K 0.06%
4,803
+2,707
SNOW icon
188
Snowflake
SNOW
$80.7B
$154K 0.06%
1,024
+81
IJR icon
189
iShares Core S&P Small-Cap ETF
IJR
$107B
$153K 0.06%
1,233
+2
RBRK icon
190
Rubrik
RBRK
$14B
$150K 0.06%
3,070
+532
SCHV
191
Schwab US Large-Cap Value ETF
SCHV
$15.9B
$145K 0.06%
4,741
+7
LPLA icon
192
LPL Financial
LPLA
$23.6B
$140K 0.06%
467
SCHG icon
193
Schwab US Large-Cap Growth ETF
SCHG
$58.2B
$140K 0.06%
4,799
+13
DELL icon
194
Dell
DELL
$256B
$137K 0.05%
836
+3
MO icon
195
Altria Group
MO
$120B
$134K 0.05%
2,031
+14
GILD icon
196
Gilead Sciences
GILD
$156B
$131K 0.05%
942
+6
CIFR icon
197
Cipher Digital Inc
CIFR
$10B
$131K 0.05%
10,140
+4,913
WFC icon
198
Wells Fargo
WFC
$256B
$127K 0.05%
1,590
-142
SPSB icon
199
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.2B
$126K 0.05%
4,200
SPMO icon
200
Invesco S&P 500 Momentum ETF
SPMO
$20.3B
$126K 0.05%
1,126
6 7
8
9 10