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
$373M
AUM Growth
+$7.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$4.67M
2
+$2.2M
3
+$1.24M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.04M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$982K

Top Sells

1
+$884K
2
+$832K
3
+$702K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$448K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$414K

Sector Composition

1 Technology 3.58%
2 Healthcare 0.93%
3 Consumer Staples 0.74%
4 Consumer Discretionary 0.6%
5 Communication Services 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.91M 1.05%
74,417
-783
27
$3.33M 0.89%
14,090
-549
28
$3.27M 0.88%
65,435
+2,456
29
$3.24M 0.87%
8,225
+391
30
$2.91M 0.78%
117,729
+1,155
31
$2.91M 0.78%
93,070
-2,846
32
$2.88M 0.77%
28,255
+1,062
33
$2.81M 0.75%
20,127
+678
34
$2.64M 0.71%
11,145
+856
35
$2.54M 0.68%
31,752
+218
36
$2.48M 0.67%
21,353
+759
37
$2.27M 0.61%
36,791
+3,192
38
$2.25M 0.6%
13,720
+160
39
$2.05M 0.55%
12,654
-197
40
$1.97M 0.53%
4,585
-18
41
$1.91M 0.51%
14,698
-210
42
$1.82M 0.49%
23,176
+1,920
43
$1.79M 0.48%
21,418
44
$1.73M 0.46%
16,857
+1
45
$1.71M 0.46%
9,743
-100
46
$1.57M 0.42%
37,887
+155
47
$1.56M 0.42%
5,524
-45
48
$1.48M 0.4%
68,800
49
$1.44M 0.39%
17,274
+834
50
$1.42M 0.38%
13,839
-3,185
1
2
3 4 5