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
$182M
AUM Growth
+$7.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$1.47M
3
+$1.31M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$710K
5
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$575K

Top Sells

1
+$521K
2
+$519K
3
+$435K
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$336K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$319K

Sector Composition

1 Technology 4.38%
2 Healthcare 1.25%
3 Consumer Staples 0.99%
4 Industrials 0.8%
5 Financials 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$843K 0.46%
20,472
-241
52
$835K 0.46%
9,820
+40
53
$816K 0.45%
7,412
54
$799K 0.44%
3,201
+632
55
$793K 0.44%
5,903
+955
56
$772K 0.42%
17,200
-2,600
57
$759K 0.42%
9,090
+1,590
58
$758K 0.42%
26,535
+1,710
59
$738K 0.41%
9,360
-4,262
60
$731K 0.4%
17,028
+675
61
$717K 0.39%
6,045
+62
62
$633K 0.35%
14,711
-700
63
$599K 0.33%
13,831
-2,288
64
$541K 0.3%
12,109
-4,149
65
$508K 0.28%
5,157
-80
66
$502K 0.28%
3,700
67
$470K 0.26%
9,462
68
$466K 0.26%
8,990
69
$456K 0.25%
12,088
-5,810
70
$454K 0.25%
+4,470
71
$443K 0.24%
5,485
-147
72
$433K 0.24%
11,995
73
$431K 0.24%
8,690
74
$402K 0.22%
23,300
75
$401K 0.22%
5,059
+365
1 2
3
4 5