WLIM
White Lighthouse Investment Management Portfolio holdings
AUM
$615M
This Quarter Return
-0.79%
1 Year Return
+13.17%
3 Year Return
+46.89%
5 Year Return
+66.64%
10 Year Return
–
AUM
$174M
AUM Growth
+$174M
(+0.16%)
Cap. Flow
+$1.86M
Cap. Flow
% of AUM
1.06%
Top 10 Holdings %
Top 10 Hldgs %
44.1%
Holding
122
New
3
Increased
45
Reduced
49
Closed
5
Top Buys
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.49M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$1.31M |
| 3 |
iShares Short Maturity Bond ETF
NEAR
|
$1.08M |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
$791K |
| 5 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$629K |
Top Sells
| 1 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$1.11M |
| 2 |
Arista Networks
ANET
|
$1.02M |
| 3 |
Vanguard Long-Term Corporate Bond ETF
VCLT
|
$458K |
| 4 |
iShares Expanded Tech Sector ETF
IGM
|
$423K |
| 5 |
Apple
AAPL
|
$296K |
Sector Composition
| 1 | Technology | 4.34% |
| 2 | Healthcare | 1.33% |
| 3 | Consumer Staples | 1.11% |
| 4 | Industrials | 0.73% |
| 5 | Financials | 0.55% |
