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
$365M
AUM Growth
+$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$2.7M
3
+$1.89M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.49M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.49M

Top Sells

1
+$897K
2
+$579K
3
+$249K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$240K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$221K

Sector Composition

1 Technology 3.67%
2 Healthcare 0.97%
3 Consumer Staples 0.79%
4 Consumer Discretionary 0.7%
5 Industrials 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.36M 0.37%
16,440
+2,458
52
$1.29M 0.35%
19,708
-1,500
53
$1.26M 0.34%
12,751
+924
54
$1.25M 0.34%
5,607
-272
55
$1.2M 0.33%
35,245
-15
56
$1.14M 0.31%
8,567
-900
57
$1.1M 0.3%
21,304
-718
58
$1.02M 0.28%
9,500
59
$1.02M 0.28%
21,675
-1,521
60
$992K 0.27%
5,988
+910
61
$855K 0.23%
14,124
62
$852K 0.23%
8,600
63
$795K 0.22%
12,543
+86
64
$791K 0.22%
3,420
-441
65
$781K 0.21%
33,292
-1,725
66
$777K 0.21%
3,571
-29
67
$769K 0.21%
6,840
-393
68
$723K 0.2%
5,920
-100
69
$695K 0.19%
6,148
-68
70
$669K 0.18%
6,461
+515
71
$630K 0.17%
1,466
-41
72
$624K 0.17%
4,624
+110
73
$606K 0.17%
2,180
+550
74
$592K 0.16%
7,410
+1,158
75
$583K 0.16%
10,550
+5,050
1 2
3
4 5