WLIM

White Lighthouse Investment Management Portfolio holdings

AUM $615M
1-Year Est. Return 13.17%
This Quarter Est. Return
1 Year Est. Return
+13.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$174M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$11.9M
3
+$9M
4
DVY icon
iShares Select Dividend ETF
DVY
+$7.41M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$6.68M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5%
2 Healthcare 1.37%
3 Consumer Staples 0.97%
4 Industrials 0.9%
5 Communication Services 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.65M 0.95%
+19,368
27
$1.49M 0.85%
+10,650
28
$1.47M 0.84%
+18,587
29
$1.46M 0.84%
+25,942
30
$1.42M 0.81%
+26,079
31
$1.42M 0.81%
+13,273
32
$1.4M 0.8%
+23,646
33
$1.31M 0.75%
+13,785
34
$1.24M 0.71%
+8,056
35
$1.21M 0.69%
+23,880
36
$1.18M 0.68%
+67,601
37
$1.15M 0.66%
+10,388
38
$1.12M 0.65%
+13,922
39
$1.11M 0.64%
+36,514
40
$1.11M 0.64%
+4,155
41
$1.09M 0.63%
+21,851
42
$1.06M 0.61%
+17,455
43
$1.06M 0.61%
+21,100
44
$1.02M 0.58%
+9,700
45
$1.01M 0.58%
+14,385
46
$961K 0.55%
+4,846
47
$960K 0.55%
+20,196
48
$955K 0.55%
+9,260
49
$953K 0.55%
+6,977
50
$942K 0.54%
+20,450
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2
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