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
$327M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.81M
3
+$1.49M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.48M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.16M

Top Sells

1
+$1.13M
2
+$822K
3
+$780K
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$600K
5
AAPL icon
Apple
AAPL
+$570K

Sector Composition

1 Technology 2.75%
2 Healthcare 1%
3 Consumer Staples 0.85%
4 Consumer Discretionary 0.7%
5 Industrials 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.22M 0.37%
5,879
+45
52
$1.15M 0.35%
9,467
-3,810
53
$1.15M 0.35%
35,260
+18
54
$1.08M 0.33%
22,022
+3,829
55
$1.07M 0.33%
11,827
+203
56
$1.07M 0.33%
13,982
+794
57
$1.05M 0.32%
23,196
-2,319
58
$1.02M 0.31%
9,500
59
$897K 0.27%
3,914
-1,224
60
$878K 0.27%
14,124
61
$851K 0.26%
35,017
-4,075
62
$835K 0.26%
3,600
-100
63
$812K 0.25%
5,078
+100
64
$799K 0.24%
3,861
-2,720
65
$788K 0.24%
7,233
-250
66
$763K 0.23%
8,600
-750
67
$756K 0.23%
12,457
-3,911
68
$675K 0.21%
6,216
-1,316
69
$621K 0.19%
6,020
-1,180
70
$611K 0.19%
4,514
-170
71
$600K 0.18%
1,507
+29
72
$520K 0.16%
3,682
-1,278
73
$506K 0.15%
8,035
-300
74
$499K 0.15%
7,803
75
$498K 0.15%
6,099
-27
1 2
3
4 5