WLIM

White Lighthouse Investment Management Portfolio holdings

AUM $656M
1-Year Est. Return 14.26%
This Quarter Est. Return
1 Year Est. Return
+14.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$401M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$1.38M
3
+$1.26M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.13M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.06M

Top Sells

1
+$4.42M
2
+$467K
3
+$358K
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$248K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$223K

Sector Composition

1 Technology 2.84%
2 Healthcare 1.01%
3 Consumer Staples 0.73%
4 Consumer Discretionary 0.59%
5 Communication Services 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.8M 0.95%
73,901
-516
27
$3.52M 0.88%
13,840
-250
28
$3.45M 0.86%
128,001
+10,272
29
$3.4M 0.85%
68,674
+3,239
30
$3.34M 0.83%
28,806
+551
31
$3.11M 0.78%
20,717
+590
32
$3.03M 0.75%
34,424
+2,672
33
$2.96M 0.74%
11,634
+489
34
$2.93M 0.73%
93,086
+16
35
$2.72M 0.68%
43,835
+7,044
36
$2.51M 0.62%
21,571
+218
37
$2.47M 0.62%
68,800
38
$2.36M 0.59%
14,140
+420
39
$2.18M 0.54%
4,597
+12
40
$2.04M 0.51%
14,691
-7
41
$1.94M 0.48%
24,351
+1,175
42
$1.94M 0.48%
21,418
43
$1.91M 0.48%
12,495
-159
44
$1.88M 0.47%
5,576
+52
45
$1.85M 0.46%
17,116
+3,600
46
$1.74M 0.43%
16,860
+3
47
$1.59M 0.4%
17,066
-208
48
$1.52M 0.38%
8,381
-1,362
49
$1.5M 0.37%
37,797
-90
50
$1.5M 0.37%
19,708
+100
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2
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