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
$273M
AUM Growth
+$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$1.74M
3
+$1.24M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$914K
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$838K

Top Sells

1
+$2.2M
2
+$645K
3
+$486K
4
ORCL icon
Oracle
ORCL
+$415K
5
XOM icon
Exxon Mobil
XOM
+$283K

Sector Composition

1 Technology 2.4%
2 Healthcare 1.39%
3 Consumer Staples 1.04%
4 Consumer Discretionary 0.56%
5 Communication Services 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.94M 1.08%
35,032
+4,284
27
$2.91M 1.07%
18,319
+2,415
28
$2.85M 1.05%
46,076
-1,340
29
$2.76M 1.01%
21,976
+17
30
$2.73M 1%
23,955
+1,980
31
$2.57M 0.94%
90,856
-678
32
$2.46M 0.9%
36,446
-250
33
$2.21M 0.81%
13,360
+447
34
$2.07M 0.76%
21,400
-624
35
$2.06M 0.75%
20,478
-532
36
$1.87M 0.69%
42,505
+1,825
37
$1.79M 0.66%
49,839
+4,729
38
$1.77M 0.65%
15,452
+2,594
39
$1.7M 0.62%
14,124
+466
40
$1.64M 0.6%
14,166
-210
41
$1.64M 0.6%
23,782
-125
42
$1.62M 0.59%
5,032
+16
43
$1.33M 0.49%
13,222
+640
44
$1.3M 0.48%
8,893
-232
45
$1.28M 0.47%
21,081
+5,889
46
$1.24M 0.46%
+13,600
47
$1.24M 0.45%
7,567
+67
48
$1.19M 0.44%
20,410
+110
49
$1.14M 0.42%
12,360
+240
50
$1.06M 0.39%
36,200
+6,654
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