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
$218M
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$3.21M
3
+$1.14M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.06M
5
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$901K

Top Sells

1
+$912K
2
+$848K
3
+$710K
4
AAPL icon
Apple
AAPL
+$640K
5
VFH icon
Vanguard Financials ETF
VFH
+$496K

Sector Composition

1 Technology 3.79%
2 Healthcare 1.38%
3 Consumer Staples 1.1%
4 Industrials 0.59%
5 Real Estate 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.25M 1.04%
8,689
+2,578
27
$2.16M 0.99%
24,861
+2,478
28
$2.12M 0.97%
18,850
+4,955
29
$1.96M 0.9%
21,287
+321
30
$1.95M 0.9%
21,886
+872
31
$1.94M 0.89%
33,460
+1,545
32
$1.84M 0.84%
10,651
+1,450
33
$1.81M 0.83%
12,675
+5,007
34
$1.67M 0.77%
20,585
+8,201
35
$1.62M 0.74%
15,516
-2,310
36
$1.57M 0.72%
14,058
+2,030
37
$1.53M 0.7%
9,990
+1,610
38
$1.43M 0.65%
23,322
-90
39
$1.42M 0.65%
5,009
+405
40
$1.41M 0.65%
11,849
-1,003
41
$1.39M 0.64%
34,110
+12,485
42
$1.39M 0.64%
9,947
-428
43
$1.35M 0.62%
68,800
44
$1.31M 0.6%
38,390
+21,245
45
$1.29M 0.59%
23,180
-1,570
46
$1.07M 0.49%
19,247
-265
47
$1.02M 0.47%
11,544
+623
48
$1.01M 0.46%
9,500
49
$982K 0.45%
18,323
-280
50
$982K 0.45%
6,784
-2,610
1
2
3 4 5