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
$240M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$1.85M
3
+$1.38M
4
AMZN icon
Amazon
AMZN
+$1.1M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.07M

Top Sells

1
+$766K
2
+$359K
3
+$332K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$318K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$215K

Sector Composition

1 Technology 3.07%
2 Healthcare 1.55%
3 Consumer Staples 1.1%
4 Consumer Discretionary 0.63%
5 Industrials 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.45M 1.02%
20,680
+1,830
27
$2.37M 0.99%
28,570
+7,985
28
$2.34M 0.98%
20,675
-1,120
29
$2.28M 0.95%
36,420
-3,150
30
$2.19M 0.91%
14,639
+1,964
31
$2.15M 0.9%
12,331
+1,680
32
$2.13M 0.89%
36,340
+2,880
33
$2.05M 0.86%
21,158
-129
34
$1.97M 0.82%
21,616
-270
35
$1.83M 0.77%
11,700
+1,710
36
$1.61M 0.67%
38,715
+4,605
37
$1.61M 0.67%
14,916
-600
38
$1.59M 0.67%
46,905
+8,515
39
$1.51M 0.63%
13,858
-200
40
$1.49M 0.62%
5,076
+67
41
$1.43M 0.6%
23,132
-190
42
$1.42M 0.59%
11,436
-413
43
$1.29M 0.54%
9,298
-649
44
$1.23M 0.51%
10,811
+3,228
45
$1.17M 0.49%
20,780
-2,400
46
$1.12M 0.47%
68,800
47
$1.1M 0.46%
+11,620
48
$1.04M 0.44%
11,414
-130
49
$1.03M 0.43%
18,781
+458
50
$1.02M 0.42%
6,784
1
2
3 4 5