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
$241M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$3.91M
2
+$3.23M
3
+$3.02M
4
BND icon
Vanguard Total Bond Market
BND
+$2.18M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.11M

Top Sells

1
+$390K
2
+$336K
3
+$206K
4
AAPL icon
Apple
AAPL
+$26.6K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$12.8K

Sector Composition

1 Technology 0.86%
2 Healthcare 0.27%
3 Financials 0.27%
4 Communication Services 0.09%
5 Consumer Discretionary 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$330K 0.14%
1,681
27
$326K 0.14%
1,996
+1
28
$309K 0.13%
4,215
29
$278K 0.12%
2,290
30
$248K 0.1%
400
31
$223K 0.09%
1,347
32
$208K 0.09%
+924
33
$206K 0.09%
+507
34
$204K 0.08%
1,183
35
– –
-5,209
36
– –
-800
1
2