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
$196M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.24M
3
+$896K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$781K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$603K

Top Sells

1
+$532K
2
+$525K
3
+$320K
4
GDX icon
VanEck Gold Miners ETF
GDX
+$267K
5
AIVI icon
WisdomTree International AI Enhanced Value Fund
AIVI
+$247K

Sector Composition

1 Technology 4.73%
2 Healthcare 1.25%
3 Consumer Staples 1.13%
4 Industrials 0.82%
5 Financials 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$945K 0.48%
9,440
-380
52
$897K 0.46%
17,879
-172
53
$863K 0.44%
12,141
-1,925
54
$845K 0.43%
7,292
-120
55
$840K 0.43%
9,291
+201
56
$838K 0.43%
20,487
+15
57
$831K 0.42%
26,535
58
$812K 0.41%
18,754
+1,726
59
$781K 0.4%
+16,152
60
$757K 0.39%
9,285
+3,800
61
$750K 0.38%
15,720
-1,480
62
$704K 0.36%
14,461
-250
63
$699K 0.36%
16,276
+2,445
64
$682K 0.35%
6,045
65
$609K 0.31%
7,600
-1,760
66
$588K 0.3%
5,138
-19
67
$564K 0.29%
3,700
68
$558K 0.28%
7,084
+2,025
69
$512K 0.26%
13,788
+1,700
70
$501K 0.26%
11,109
-1,000
71
$456K 0.23%
8,765
-225
72
$449K 0.23%
8,880
+1,010
73
$447K 0.23%
9,462
74
$428K 0.22%
11,995
75
$401K 0.2%
4,821
+2
1 2
3
4 5