WLIM

White Lighthouse Investment Management Portfolio holdings

AUM $716M
1-Year Est. Return 16.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$615M
AUM Growth
+$54.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$2.29M
3
+$2.13M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.8M
5
VTV icon
Vanguard Value ETF
VTV
+$1.38M

Top Sells

1
+$1.67M
2
+$924K
3
+$461K
4
VCEB icon
Vanguard ESG US Corporate Bond ETF
VCEB
+$409K
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$335K

Sector Composition

1 Technology 1.92%
2 Consumer Staples 1.13%
3 Healthcare 1.03%
4 Consumer Discretionary 0.67%
5 Financials 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.12M 0.83%
18,291
+798
27
$5.04M 0.82%
9,140
-110
28
$4.74M 0.77%
43,242
+1,197
29
$4.12M 0.67%
70,038
-471
30
$4.1M 0.67%
13,477
+167
31
$4.07M 0.66%
87,996
-1,367
32
$3.82M 0.62%
49,331
-55
33
$3.54M 0.58%
12,432
+672
34
$3.48M 0.57%
19,705
+12,343
35
$3.38M 0.55%
127,448
-1,267
36
$3.36M 0.55%
6,762
+284
37
$3.18M 0.52%
14,475
+257
38
$3.12M 0.51%
18,990
+145
39
$2.62M 0.43%
25,093
40
$2.46M 0.4%
3,978
+10
41
$2.43M 0.4%
17,988
+1,384
42
$2.29M 0.37%
+32,728
43
$2.26M 0.37%
84,829
-3,374
44
$2.1M 0.34%
4,332
+200
45
$2.02M 0.33%
6,636
-177
46
$2.01M 0.33%
20,521
-40
47
$1.91M 0.31%
10,479
48
$1.78M 0.29%
11,843
+334
49
$1.78M 0.29%
13,377
+306
50
$1.75M 0.28%
35,378
-9,944
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