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
$343M
AUM Growth
-$6.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.61M
3
+$2.43M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.97M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.07M

Top Sells

1
+$1.54M
2
+$1.14M
3
+$641K
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$494K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$368K

Sector Composition

1 Technology 2.41%
2 Healthcare 0.98%
3 Consumer Staples 0.73%
4 Consumer Discretionary 0.47%
5 Utilities 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.23M 0.94%
67,190
-537
27
$2.87M 0.84%
129,540
+4,284
28
$2.84M 0.83%
65,408
+3,509
29
$2.7M 0.79%
22,207
+855
30
$2.5M 0.73%
68,488
+6,686
31
$2.48M 0.72%
30,968
+1,982
32
$2.47M 0.72%
39,195
+344
33
$2.31M 0.67%
12,292
+830
34
$2.17M 0.63%
83,968
-2,456
35
$2.17M 0.63%
12,732
+227
36
$1.94M 0.57%
68,800
37
$1.77M 0.52%
17,295
-2,527
38
$1.75M 0.51%
22,092
+817
39
$1.71M 0.5%
4,790
+275
40
$1.61M 0.47%
14,266
+626
41
$1.59M 0.46%
21,152
-8
42
$1.53M 0.45%
8,781
+4,052
43
$1.45M 0.42%
14,302
-100
44
$1.44M 0.42%
12,324
+23
45
$1.37M 0.4%
8,400
+36
46
$1.33M 0.39%
8,605
+835
47
$1.3M 0.38%
23,166
+1,446
48
$1.29M 0.38%
5,536
+24
49
$1.21M 0.35%
33,261
+1,676
50
$1.16M 0.34%
16,171
-1,863
1
2
3 4 5