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
$327M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.81M
3
+$1.49M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.48M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.16M

Top Sells

1
+$1.13M
2
+$822K
3
+$780K
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$600K
5
AAPL icon
Apple
AAPL
+$570K

Sector Composition

1 Technology 2.75%
2 Healthcare 1%
3 Consumer Staples 0.85%
4 Consumer Discretionary 0.7%
5 Industrials 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.16M 0.97%
60,789
-370
27
$2.95M 0.9%
13,747
-511
28
$2.91M 0.89%
95,064
+956
29
$2.69M 0.82%
110,535
+5,334
30
$2.69M 0.82%
7,375
-2,140
31
$2.55M 0.78%
18,876
-1,610
32
$2.37M 0.72%
20,384
-1,296
33
$2.33M 0.71%
25,341
+402
34
$2.18M 0.67%
9,862
+625
35
$2.07M 0.63%
13,400
-1,480
36
$1.98M 0.6%
26,792
-94
37
$1.93M 0.59%
31,493
+409
38
$1.9M 0.58%
12,645
+150
39
$1.89M 0.58%
14,738
-390
40
$1.85M 0.57%
4,663
-118
41
$1.67M 0.51%
21,708
-535
42
$1.66M 0.51%
16,953
-2,669
43
$1.63M 0.5%
37,670
-4,500
44
$1.61M 0.49%
17,704
-753
45
$1.59M 0.49%
9,863
-212
46
$1.51M 0.46%
19,931
+575
47
$1.42M 0.43%
8,631
-140
48
$1.34M 0.41%
5,681
+927
49
$1.3M 0.4%
68,800
50
$1.23M 0.38%
21,208
-502
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