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
$182M
AUM Growth
+$7.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$1.47M
3
+$1.31M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$710K
5
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$575K

Top Sells

1
+$521K
2
+$519K
3
+$435K
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$336K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$319K

Sector Composition

1 Technology 4.38%
2 Healthcare 1.25%
3 Consumer Staples 0.99%
4 Industrials 0.8%
5 Financials 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.86M 1.02%
20,940
+5,532
27
$1.64M 0.9%
14,282
-1,889
28
$1.63M 0.89%
19,947
+690
29
$1.43M 0.79%
13,058
+195
30
$1.36M 0.75%
73,770
+2,734
31
$1.34M 0.74%
23,742
-1,200
32
$1.29M 0.71%
23,078
-13
33
$1.29M 0.71%
10,620
-30
34
$1.27M 0.7%
25,350
-700
35
$1.27M 0.7%
9,018
-3,098
36
$1.26M 0.69%
7,896
-130
37
$1.24M 0.68%
11,285
+1,625
38
$1.17M 0.64%
4,321
+97
39
$1.14M 0.63%
20,824
-2,650
40
$1.13M 0.62%
16,810
+900
41
$1.11M 0.61%
68,800
42
$1.07M 0.59%
6,218
+1,160
43
$1.06M 0.58%
8,092
+485
44
$998K 0.55%
9,500
-200
45
$984K 0.54%
14,066
+745
46
$951K 0.52%
16,435
+200
47
$905K 0.5%
18,051
-4,300
48
$895K 0.49%
4,796
49
$888K 0.49%
5,705
+149
50
$850K 0.47%
7,698
-1,000
1
2
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