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
$196M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.24M
3
+$896K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$781K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$603K

Top Sells

1
+$532K
2
+$525K
3
+$320K
4
GDX icon
VanEck Gold Miners ETF
GDX
+$267K
5
AIVI icon
WisdomTree International AI Enhanced Value Fund
AIVI
+$247K

Sector Composition

1 Technology 4.73%
2 Healthcare 1.25%
3 Consumer Staples 1.13%
4 Industrials 0.82%
5 Financials 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.91M 0.98%
21,884
+944
27
$1.71M 0.87%
14,400
+3,115
28
$1.67M 0.85%
20,664
+717
29
$1.65M 0.84%
8,870
+2,652
30
$1.6M 0.82%
13,927
-355
31
$1.5M 0.76%
8,311
+415
32
$1.48M 0.76%
23,532
-210
33
$1.46M 0.74%
11,953
-1,105
34
$1.39M 0.71%
74,160
+390
35
$1.39M 0.71%
10,070
-550
36
$1.36M 0.69%
9,061
+43
37
$1.29M 0.66%
4,453
+132
38
$1.24M 0.63%
24,750
-600
39
$1.23M 0.63%
21,858
-1,220
40
$1.14M 0.58%
68,800
41
$1.11M 0.57%
4,171
+970
42
$1.1M 0.56%
20,114
-710
43
$1.07M 0.54%
15,360
-1,450
44
$1.03M 0.52%
4,796
45
$1.02M 0.52%
17,175
+740
46
$1.01M 0.51%
7,682
-410
47
$1M 0.51%
7,043
+1,140
48
$995K 0.51%
9,500
49
$975K 0.5%
9,591
+5,121
50
$947K 0.48%
5,825
+120
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2
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