We are live on
!
Find out more
LWM
Luminvest Wealth Management Portfolio holdings
AUM
$382M
1-Year Est. Return
14.3%
This Fund
S&P 500
1 Year Est. Return
+14.3%
AUM
$382M
AUM Growth
+$22M
(+6.1%)
Holding
56
Top Buys
| 1 | +$3.15M | |
| 2 | +$2.82M | |
| 3 | +$2.6M | |
| 4 |
Vanguard Total Bond Market
BND
|
+$2.36M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$2.27M |
Top Sells
| 1 | +$1.1M | |
| 2 | +$281K | |
| 3 | +$240K | |
| 4 |
Exxon Mobil
XOM
|
+$77.1K |
| 5 |
Vanguard Long-Term Bond ETF
BLV
|
+$13.2K |
Sector Composition
| 1 | Technology | 0.47% |
| 2 | Financials | 0.24% |
| 3 | Healthcare | 0.19% |
| 4 | Communication Services | 0.11% |
| 5 | Consumer Discretionary | 0.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Broadcom
AVGO
$1.77T
| $226K | 0.06% |
730
|
|
||
52
Vanguard Real Estate ETF
VNQ
$37.8B
| $219K | 0.06% |
+2,472
|
|
||
|
53
Exxon Mobil
XOM
$624B
| $218K | 0.06% |
1,282
-528
|
|
||
54
Capital Group International Focus Equity ETF
CGXU
$5.92B
| $205K | 0.05% |
6,941
|
|
||
55
Home Depot
HD
$318B
| $200K | 0.05% |
607
|
|
||
56
Intuit
INTU
$77.7B
| – | – |
-363
|
|