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
$412M
AUM Growth
-$7.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$1.55M
3
+$1.34M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.27M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.03M

Top Sells

1
+$2.03M
2
+$1.58M
3
+$533K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$483K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$390K

Sector Composition

1 Technology 2.71%
2 Healthcare 1.21%
3 Consumer Staples 0.7%
4 Consumer Discretionary 0.62%
5 Communication Services 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.46M 0.84%
68,659
+5,048
27
$3.08M 0.75%
130,515
+2,988
28
$3.06M 0.74%
64,759
+3,125
29
$2.83M 0.69%
37,616
+46
30
$2.77M 0.67%
21,164
-291
31
$2.64M 0.64%
12,677
+459
32
$2.57M 0.62%
33,941
+1,715
33
$2.49M 0.6%
12,792
-431
34
$2.36M 0.57%
60,239
+3,493
35
$2.23M 0.54%
10,517
-284
36
$2.21M 0.54%
17,395
+289
37
$2.03M 0.49%
30,276
+10,481
38
$1.93M 0.47%
4,519
+399
39
$1.84M 0.45%
17,980
40
$1.79M 0.43%
5,653
+152
41
$1.73M 0.42%
18,410
-225
42
$1.71M 0.42%
20,797
43
$1.61M 0.39%
63,838
-6,198
44
$1.58M 0.38%
34,400
-34,400
45
$1.52M 0.37%
12,412
-50
46
$1.52M 0.37%
13,833
-100
47
$1.44M 0.35%
17,696
+90
48
$1.43M 0.35%
15,061
-58
49
$1.42M 0.34%
32,452
-304
50
$1.42M 0.34%
19,578
+10,555
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