LWM
Luminvest Wealth Management Portfolio holdings
AUM
$279M
This Quarter Return
+0.8%
1 Year Return
+10.89%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$213M
AUM Growth
+$213M
(+34%)
Cap. Flow
+$57.2M
Cap. Flow
% of AUM
26.83%
Top 10 Holdings %
Top 10 Hldgs %
90.95%
Holding
35
New
12
Increased
17
Reduced
–
Closed
1
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$14.8M |
| 2 |
Vanguard Total International Stock ETF
VXUS
|
$10.2M |
| 3 |
Vanguard Total International Bond ETF
BNDX
|
$4.6M |
| 4 |
Vanguard Total Bond Market
BND
|
$4.44M |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$3.77M |
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
$201K |
Sector Composition
| 1 | Technology | 0.93% |
| 2 | Financials | 0.3% |
| 3 | Healthcare | 0.28% |
| 4 | Communication Services | 0.12% |
| 5 | Industrials | 0.1% |
