LWM
Lighthouse Wealth Management Portfolio holdings
AUM
$116M
This Quarter Return
+6.29%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$116M
AUM Growth
+$116M
(+5.9%)
Cap. Flow
+$292K
Cap. Flow
% of AUM
0.25%
Top 10 Holdings %
Top 10 Hldgs %
76.18%
Holding
41
New
3
Increased
11
Reduced
22
Closed
–
Top Buys
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$1.24M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$934K |
| 3 |
Invesco S&P MidCap Quality ETF
XMHQ
|
$515K |
| 4 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
$315K |
| 5 |
Pacer US Cash Cows 100 ETF
COWZ
|
$258K |
Sector Composition
| 1 | Technology | 3.36% |
| 2 | Healthcare | 3.2% |
| 3 | Consumer Discretionary | 0.78% |
| 4 | Communication Services | 0.57% |
| 5 | Financials | 0.32% |
