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
$365M
AUM Growth
+$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$2.7M
3
+$1.89M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.49M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.49M

Top Sells

1
+$897K
2
+$579K
3
+$249K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$240K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$221K

Sector Composition

1 Technology 3.67%
2 Healthcare 0.97%
3 Consumer Staples 0.79%
4 Consumer Discretionary 0.7%
5 Industrials 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.94M 1.08%
75,200
+3,227
27
$3.46M 0.95%
14,639
+892
28
$3.42M 0.94%
62,979
+2,190
29
$3.08M 0.84%
7,834
+459
30
$3M 0.82%
95,916
+852
31
$2.94M 0.81%
116,574
+6,039
32
$2.77M 0.76%
27,193
+1,852
33
$2.73M 0.75%
19,449
+573
34
$2.52M 0.69%
31,534
+4,742
35
$2.44M 0.67%
10,289
+427
36
$2.41M 0.66%
20,594
+210
37
$2.33M 0.64%
13,560
+160
38
$2.15M 0.59%
33,599
+2,106
39
$2.1M 0.58%
12,851
+206
40
$1.98M 0.54%
14,908
+170
41
$1.97M 0.54%
4,603
-60
42
$1.78M 0.49%
21,418
-290
43
$1.74M 0.48%
16,856
-97
44
$1.72M 0.47%
17,024
-680
45
$1.71M 0.47%
9,843
-20
46
$1.7M 0.47%
37,732
+62
47
$1.68M 0.46%
21,256
+1,325
48
$1.56M 0.43%
68,800
49
$1.51M 0.41%
5,569
-112
50
$1.43M 0.39%
8,691
+60
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