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
$457M
AUM Growth
+$45.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.16M
3
+$1.44M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.39M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.35M

Top Sells

1
+$1.9M
2
+$1.58M
3
+$885K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$714K
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$424K

Sector Composition

1 Technology 2.7%
2 Healthcare 1.15%
3 Consumer Staples 0.63%
4 Consumer Discretionary 0.54%
5 Communication Services 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.91M 0.86%
67,089
-3,411
27
$3.46M 0.76%
39,185
+5,244
28
$3.27M 0.72%
14,048
+1,371
29
$3.25M 0.71%
127,902
-2,613
30
$3.24M 0.71%
38,067
+451
31
$3.18M 0.7%
66,945
+2,186
32
$2.96M 0.65%
20,405
-759
33
$2.94M 0.64%
38,480
+18,902
34
$2.65M 0.58%
12,085
-707
35
$2.54M 0.56%
10,721
+204
36
$2.47M 0.54%
16,286
-1,109
37
$2.37M 0.52%
57,784
-2,455
38
$2.17M 0.47%
5,767
+114
39
$2.1M 0.46%
4,422
-97
40
$1.94M 0.42%
18,465
+55
41
$1.83M 0.4%
24,585
-5,691
42
$1.83M 0.4%
16,910
-1,070
43
$1.8M 0.39%
20,797
44
$1.73M 0.38%
12,762
+350
45
$1.73M 0.38%
13,786
-47
46
$1.65M 0.36%
28,000
-6,400
47
$1.58M 0.35%
17,380
-316
48
$1.54M 0.34%
58,972
-4,866
49
$1.48M 0.32%
14,244
-817
50
$1.4M 0.31%
7,302
-38
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