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
$492M
AUM Growth
+$35.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.46M
3
+$1.34M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.33M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$956K

Top Sells

1
+$1.25M
2
+$765K
3
+$332K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$300K
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$253K

Sector Composition

1 Technology 2.16%
2 Healthcare 1.09%
3 Consumer Staples 0.62%
4 Consumer Discretionary 0.6%
5 Communication Services 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.27M 0.87%
93,685
+3,019
27
$4.27M 0.87%
73,455
+6,366
28
$3.78M 0.77%
40,545
+2,478
29
$3.76M 0.76%
15,067
+1,019
30
$3.72M 0.76%
43,049
+3,864
31
$3.42M 0.69%
127,209
-693
32
$3.28M 0.67%
43,544
+5,064
33
$3.12M 0.63%
20,019
-386
34
$2.97M 0.6%
16,482
+196
35
$2.81M 0.57%
11,902
-183
36
$2.62M 0.53%
10,089
-632
37
$2.43M 0.49%
5,780
+13
38
$2.39M 0.49%
57,317
-467
39
$2.3M 0.47%
4,389
-33
40
$2.13M 0.43%
18,486
+21
41
$2.03M 0.41%
77,676
+18,704
42
$1.93M 0.39%
20,675
-122
43
$1.89M 0.38%
17,591
+681
44
$1.79M 0.36%
13,656
-130
45
$1.73M 0.35%
12,577
-185
46
$1.72M 0.35%
17,095
-285
47
$1.64M 0.33%
14,009
-235
48
$1.62M 0.33%
22,341
-2,244
49
$1.51M 0.31%
7,320
+18
50
$1.51M 0.31%
18,838
+1,554
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