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
$360M
AUM Growth
+$53.7M
(+17%)
Holding
53
Top Buys
| 1 | +$8.51M | |
| 2 | +$7.8M | |
| 3 | +$6.9M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$4.14M |
| 5 |
Vanguard Total Bond Market
BND
|
+$3.83M |
Top Sells
| 1 | +$610K | |
| 2 | +$249K | |
| 3 | +$215K | |
| 4 |
Amazon
AMZN
|
+$209K |
| 5 |
Vanguard Total World Bond ETF
BNDW
|
+$152K |
Sector Composition
| 1 | Technology | 0.93% |
| 2 | Financials | 0.27% |
| 3 | Healthcare | 0.19% |
| 4 | Communication Services | 0.13% |
| 5 | Industrials | 0.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard FTSE Pacific ETF
VPL
$8.75B
| – | – |
-2,448
|
|
||
52
Oracle
ORCL
$563B
| – | – |
-884
|
|
||
|
53
Amazon
AMZN
$2.87T
| – | – |
-953
|
|