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
$349M
AUM Growth
-$43.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$4.46M
3
+$2.53M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.46M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$958K

Top Sells

1
+$2.06M
2
+$1.82M
3
+$1.6M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$836K
5
IAU icon
iShares Gold Trust
IAU
+$553K

Sector Composition

1 Technology 2.34%
2 Healthcare 1.12%
3 Consumer Staples 0.77%
4 Consumer Discretionary 0.41%
5 Utilities 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.21M 0.92%
18,214
-123
27
$3.04M 0.87%
61,899
+4,134
28
$2.99M 0.86%
125,256
-1,638
29
$2.77M 0.79%
21,352
+580
30
$2.64M 0.76%
28,986
-382
31
$2.58M 0.74%
38,851
+1,743
32
$2.57M 0.74%
61,802
-1,945
33
$2.41M 0.69%
86,424
-3,254
34
$2.26M 0.65%
11,462
+110
35
$2.19M 0.63%
12,505
+195
36
$2.11M 0.6%
19,822
-3,432
37
$1.78M 0.51%
21,275
-193
38
$1.72M 0.49%
21,160
+122
39
$1.7M 0.49%
4,515
-235
40
$1.61M 0.46%
68,800
41
$1.52M 0.43%
14,402
-39
42
$1.49M 0.42%
8,364
+43
43
$1.45M 0.41%
13,640
-80
44
$1.45M 0.41%
12,301
+3
45
$1.44M 0.41%
18,034
+1,322
46
$1.42M 0.41%
5,512
-52
47
$1.36M 0.39%
21,720
-3,015
48
$1.31M 0.37%
7,770
-133
49
$1.29M 0.37%
31,585
+7,662
50
$1.2M 0.34%
19,808
+100
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