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
+$278K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.31M
3
+$1.08M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$791K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$629K

Top Sells

1
+$1.11M
2
+$1.02M
3
+$458K
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$423K
5
AAPL icon
Apple
AAPL
+$296K

Sector Composition

1 Technology 4.34%
2 Healthcare 1.33%
3 Consumer Staples 1.11%
4 Industrials 0.73%
5 Financials 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$816K 0.47%
5,556
-70
52
$810K 0.46%
7,412
+192
53
$810K 0.46%
5,058
+370
54
$778K 0.45%
16,119
-755
55
$758K 0.43%
16,258
-400
56
$753K 0.43%
5,983
+300
57
$752K 0.43%
22,776
-2,568
58
$736K 0.42%
24,825
+13,800
59
$724K 0.42%
16,353
+1,174
60
$708K 0.41%
9,780
+1,000
61
$672K 0.39%
17,898
62
$661K 0.38%
15,411
63
$641K 0.37%
4,948
+1,053
64
$629K 0.36%
+7,692
65
$622K 0.36%
2,569
+176
66
$620K 0.36%
7,500
+1,316
67
$564K 0.32%
13,007
-546
68
$560K 0.32%
5,632
+147
69
$545K 0.31%
3,700
-1,000
70
$493K 0.28%
9,462
-2,000
71
$489K 0.28%
8,990
72
$478K 0.27%
5,237
+1
73
$438K 0.25%
11,995
74
$432K 0.25%
8,690
+61
75
$428K 0.25%
13,350
-850
1 2
3
4 5