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
$248M
AUM Growth
+$8.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$926K
3
+$640K
4
VTV icon
Vanguard Value ETF
VTV
+$533K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$420K

Top Sells

1
+$387K
2
+$363K
3
+$279K
4
VFH icon
Vanguard Financials ETF
VFH
+$277K
5
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$227K

Sector Composition

1 Technology 3.15%
2 Healthcare 1.37%
3 Consumer Staples 1.07%
4 Consumer Discretionary 0.58%
5 Industrials 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.62M 1.05%
21,959
+1,279
27
$2.6M 1.05%
91,534
-1,412
28
$2.6M 1.04%
30,748
+2,178
29
$2.51M 1.01%
21,975
+1,300
30
$2.36M 0.95%
15,904
+1,265
31
$2.31M 0.93%
36,696
+276
32
$2.16M 0.87%
21,010
-148
33
$2.15M 0.87%
12,824
+493
34
$1.99M 0.8%
12,913
+1,213
35
$1.96M 0.79%
22,024
+408
36
$1.67M 0.67%
40,680
+1,965
37
$1.55M 0.63%
14,376
-540
38
$1.49M 0.6%
5,016
-60
39
$1.47M 0.59%
45,110
-1,795
40
$1.46M 0.59%
23,907
+775
41
$1.46M 0.59%
12,858
+2,047
42
$1.36M 0.55%
13,658
-200
43
$1.23M 0.5%
9,674
-1,762
44
$1.22M 0.49%
20,300
-480
45
$1.18M 0.48%
9,125
-173
46
$1.16M 0.47%
12,582
+1,168
47
$1.13M 0.46%
7,500
+716
48
$1.05M 0.42%
12,120
+500
49
$1.03M 0.41%
68,800
50
$1.01M 0.41%
9,500
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