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
$174M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$11.9M
3
+$9M
4
DVY icon
iShares Select Dividend ETF
DVY
+$7.41M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$6.68M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5%
2 Healthcare 1.37%
3 Consumer Staples 0.97%
4 Industrials 0.9%
5 Communication Services 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$856K 0.49%
+25,344
52
$832K 0.48%
+5,626
53
$825K 0.47%
+7,220
54
$795K 0.46%
+16,874
55
$787K 0.45%
+16,658
56
$741K 0.43%
+4,700
57
$730K 0.42%
+4,688
58
$703K 0.4%
+5,683
59
$681K 0.39%
+17,898
60
$681K 0.39%
+15,179
61
$612K 0.35%
+8,396
62
$611K 0.35%
+11,600
63
$590K 0.34%
+15,411
64
$588K 0.34%
+13,553
65
$587K 0.34%
+2,393
66
$579K 0.33%
+5,485
67
$552K 0.32%
+9,525
68
$529K 0.3%
+11,462
69
$513K 0.29%
+8,780
70
$513K 0.29%
+6,184
71
$505K 0.29%
+6,194
72
$502K 0.29%
+5,459
73
$497K 0.29%
+3,895
74
$492K 0.28%
+8,990
75
$469K 0.27%
+14,200
1 2
3
4 5