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
$419M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$3.02M
3
+$1.57M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$851K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$793K

Top Sells

1
+$3.54M
2
+$1.09M
3
+$961K
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$593K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$486K

Sector Composition

1 Technology 3.22%
2 Healthcare 0.8%
3 Consumer Staples 0.71%
4 Consumer Discretionary 0.61%
5 Utilities 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.38M 0.81%
63,611
+568
27
$3.09M 0.74%
127,527
-645
28
$2.97M 0.71%
21,455
-3
29
$2.94M 0.7%
37,570
-1,279
30
$2.92M 0.7%
61,634
+608
31
$2.79M 0.67%
68,800
32
$2.72M 0.65%
13,223
-471
33
$2.69M 0.64%
32,226
-1,948
34
$2.69M 0.64%
12,218
+24
35
$2.38M 0.57%
10,801
-43
36
$2.31M 0.55%
56,746
-1,864
37
$2.23M 0.53%
17,106
+2,660
38
$1.92M 0.46%
17,980
39
$1.87M 0.45%
5,501
-10
40
$1.84M 0.44%
70,036
-1,566
41
$1.83M 0.44%
4,120
+12
42
$1.82M 0.43%
18,635
-713
43
$1.77M 0.42%
20,797
-130
44
$1.6M 0.38%
13,933
-318
45
$1.58M 0.38%
12,462
+60
46
$1.51M 0.36%
32,756
-70
47
$1.48M 0.35%
19,795
-70
48
$1.48M 0.35%
17,606
-757
49
$1.48M 0.35%
15,119
-1,609
50
$1.33M 0.32%
8,038
-140
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