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
$240M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$1.85M
3
+$1.38M
4
AMZN icon
Amazon
AMZN
+$1.1M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.07M

Top Sells

1
+$766K
2
+$359K
3
+$332K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$318K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$215K

Sector Composition

1 Technology 3.07%
2 Healthcare 1.55%
3 Consumer Staples 1.1%
4 Consumer Discretionary 0.63%
5 Industrials 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.01M 0.42%
9,500
52
$936K 0.39%
16,327
-2,920
53
$924K 0.39%
15,695
-480
54
$845K 0.35%
22,935
-600
55
$822K 0.34%
7,052
56
$817K 0.34%
14,932
-1,586
57
$780K 0.33%
18,967
58
$777K 0.32%
3,646
+425
59
$764K 0.32%
4,568
+1,447
60
$739K 0.31%
12,574
+430
61
$732K 0.31%
5,495
62
$731K 0.31%
20,023
-351
63
$728K 0.3%
7,150
-20
64
$691K 0.29%
8,800
-1,155
65
$680K 0.28%
14,825
+1,405
66
$677K 0.28%
26,491
+7,530
67
$674K 0.28%
5,030
-134
68
$668K 0.28%
40,835
-6,355
69
$636K 0.27%
14,826
-1,093
70
$623K 0.26%
12,220
+680
71
$613K 0.26%
12,190
+3,940
72
$574K 0.24%
8,691
-325
73
$562K 0.23%
+32,200
74
$548K 0.23%
10,878
-785
75
$541K 0.23%
10,740
-2,060
1 2
3
4 5