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
$393M
AUM Growth
-$8.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$5.36M
2
+$4.06M
3
+$1.72M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.57M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.41M

Top Sells

1
+$2.77M
2
+$1.45M
3
+$435K
4
DVY icon
iShares Select Dividend ETF
DVY
+$427K
5
VB icon
Vanguard Small-Cap ETF
VB
+$343K

Sector Composition

1 Technology 2.88%
2 Healthcare 1.01%
3 Consumer Staples 0.73%
4 Consumer Discretionary 0.57%
5 Utilities 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.44M 0.87%
41,981
-3,196
27
$3.34M 0.85%
126,894
-1,107
28
$3.3M 0.84%
57,765
+13,930
29
$3.18M 0.81%
29,368
+562
30
$3.11M 0.79%
20,772
+55
31
$3.01M 0.77%
37,108
+2,684
32
$2.94M 0.75%
63,747
-4,927
33
$2.74M 0.7%
12,310
-1,530
34
$2.72M 0.69%
89,678
-3,408
35
$2.7M 0.69%
11,352
-282
36
$2.55M 0.65%
23,254
+1,683
37
$2.39M 0.61%
68,800
38
$2.24M 0.57%
13,720
-420
39
$2.18M 0.55%
21,468
+4,352
40
$2.15M 0.55%
4,750
+153
41
$1.84M 0.47%
21,038
-380
42
$1.82M 0.46%
24,735
+384
43
$1.81M 0.46%
14,441
-250
44
$1.72M 0.44%
5,564
-12
45
$1.6M 0.41%
12,298
-197
46
$1.53M 0.39%
16,712
-148
47
$1.48M 0.38%
8,321
-163
48
$1.43M 0.36%
7,903
+2,000
49
$1.4M 0.36%
19,708
50
$1.4M 0.35%
16,109
-957
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