LWM
Lighthouse Wealth Management Portfolio holdings
AUM
$116M
This Quarter Return
-0.64%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$109M
AUM Growth
–
Cap. Flow
+$109M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
79.89%
Holding
36
New
36
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$14.1M |
| 2 |
Invesco QQQ Trust
QQQ
|
$13.7M |
| 3 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
$11.6M |
| 4 |
Pacer US Cash Cows 100 ETF
COWZ
|
$10.9M |
| 5 |
Schwab 1000 Index ETF
SCHK
|
$9.55M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 3.49% |
| 2 | Healthcare | 3.04% |
| 3 | Consumer Discretionary | 0.8% |
| 4 | Communication Services | 0.36% |
| 5 | Financials | 0.33% |
