LWM

Lighthouse Wealth Management Portfolio holdings

AUM $123M
1-Year Est. Return 11.11%
This Quarter Est. Return
1 Year Est. Return
+11.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
-$94.1K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$375K
2
+$301K
3
+$233K
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$230K
5
SCHK icon
Schwab 1000 Index ETF
SCHK
+$170K

Top Sells

1
+$168K
2
+$120K
3
+$106K
4
AAPL icon
Apple
AAPL
+$75.3K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$64.6K

Sector Composition

1 Healthcare 3.57%
2 Technology 3.05%
3 Consumer Discretionary 0.75%
4 Communication Services 0.42%
5 Financials 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$541K 0.5%
2,843
+50
27
$523K 0.48%
5,601
+106
28
$487K 0.45%
11,109
-1,421
29
$461K 0.42%
494
+52
30
$441K 0.4%
2,316
31
$417K 0.38%
783
32
$314K 0.29%
14,202
33
$301K 0.28%
+9,762
34
$280K 0.26%
764
+102
35
$279K 0.26%
4,770
-250
36
$244K 0.22%
896
37
$233K 0.21%
+5,760
38
$216K 0.2%
2,464
1
2