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
+$278K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.31M
3
+$1.08M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$791K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$629K

Top Sells

1
+$1.11M
2
+$1.02M
3
+$458K
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$423K
5
AAPL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.64M 0.94%
12,116
-395
27
$1.45M 0.83%
19,257
-2,264
28
$1.4M 0.8%
15,408
+1,623
29
$1.39M 0.8%
24,942
-1,000
30
$1.37M 0.79%
12,863
-410
31
$1.36M 0.78%
10,650
32
$1.34M 0.77%
23,091
-555
33
$1.28M 0.74%
23,474
-2,605
34
$1.26M 0.72%
71,036
+3,435
35
$1.23M 0.71%
8,026
-30
36
$1.22M 0.7%
26,050
+2,170
37
$1.12M 0.64%
22,351
+500
38
$1.11M 0.64%
4,224
+69
39
$1.1M 0.63%
15,910
+1,525
40
$1.1M 0.63%
68,800
-64,000
41
$1.09M 0.63%
13,622
-300
42
$1.02M 0.59%
9,660
+400
43
$1.02M 0.58%
9,700
44
$1.01M 0.58%
16,235
-1,220
45
$981K 0.56%
7,607
+630
46
$972K 0.56%
13,321
+4,925
47
$960K 0.55%
8,698
-1,690
48
$957K 0.55%
4,796
-50
49
$876K 0.5%
19,800
-650
50
$864K 0.5%
20,713
+517
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2
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