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
$218M
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$3.21M
3
+$1.14M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.06M
5
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$901K

Top Sells

1
+$912K
2
+$848K
3
+$710K
4
AAPL icon
Apple
AAPL
+$640K
5
VFH icon
Vanguard Financials ETF
VFH
+$496K

Sector Composition

1 Technology 3.79%
2 Healthcare 1.38%
3 Consumer Staples 1.1%
4 Industrials 0.59%
5 Real Estate 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$959K 0.44%
16,175
-200
52
$892K 0.41%
16,518
+1,707
53
$880K 0.4%
9,955
-1,530
54
$835K 0.38%
7,583
+5,603
55
$814K 0.37%
20,374
+47
56
$795K 0.37%
7,052
-240
57
$784K 0.36%
47,190
-7,280
58
$765K 0.35%
23,535
-4,500
59
$764K 0.35%
18,967
+10,836
60
$728K 0.33%
7,170
-8,350
61
$690K 0.32%
12,144
+6,537
62
$683K 0.31%
15,919
-1,274
63
$670K 0.31%
5,495
-250
64
$647K 0.3%
3,221
-1,075
65
$643K 0.3%
12,800
-18,160
66
$620K 0.28%
13,420
+3,540
67
$609K 0.28%
5,164
-205
68
$594K 0.27%
9,016
-2,500
69
$587K 0.27%
11,663
-250
70
$579K 0.27%
11,540
-385
71
$510K 0.23%
6,591
-560
72
$502K 0.23%
3,121
+240
73
$501K 0.23%
3,700
74
$493K 0.23%
4,736
-396
75
$491K 0.23%
3,987
-1,470
1 2
3
4 5