LWM

Luminvest Wealth Management Portfolio holdings

AUM $279M
1-Year Est. Return 10.89%
This Quarter Est. Return
1 Year Est. Return
+10.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$213M
AUM Growth
+$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$10.2M
3
+$4.6M
4
BND icon
Vanguard Total Bond Market
BND
+$4.44M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$3.77M

Top Sells

1
+$1.6M
2
+$201K

Sector Composition

1 Technology 0.93%
2 Financials 0.3%
3 Healthcare 0.28%
4 Communication Services 0.12%
5 Industrials 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$309K 0.15%
+1,995
27
$295K 0.14%
+1,681
28
$289K 0.14%
+4,215
29
$263K 0.12%
+400
30
$257K 0.12%
2,290
-14,210
31
$245K 0.12%
+1,347
32
$209K 0.1%
2,071
33
$206K 0.1%
+800
34
$204K 0.1%
+1,183
35
– –
-924
1
2