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
$373M
AUM Growth
+$7.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$4.67M
2
+$2.2M
3
+$1.24M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.04M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$982K

Top Sells

1
+$884K
2
+$832K
3
+$702K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$448K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$414K

Sector Composition

1 Technology 3.58%
2 Healthcare 0.93%
3 Consumer Staples 0.74%
4 Consumer Discretionary 0.6%
5 Communication Services 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.38M 0.37%
8,533
-158
52
$1.33M 0.36%
13,516
+765
53
$1.28M 0.34%
19,608
-100
54
$1.25M 0.33%
5,607
55
$1.14M 0.3%
22,506
+1,202
56
$1.13M 0.3%
38,417
+3,172
57
$1.11M 0.3%
8,456
-111
58
$1.02M 0.27%
9,500
59
$966K 0.26%
5,881
-107
60
$941K 0.25%
20,250
-1,425
61
$866K 0.23%
13,974
-150
62
$864K 0.23%
6,460
+540
63
$815K 0.22%
8,600
64
$793K 0.21%
36,636
+3,344
65
$765K 0.21%
12,550
+7
66
$754K 0.2%
6,855
+15
67
$732K 0.2%
6,461
68
$689K 0.18%
2,935
-485
69
$686K 0.18%
3,571
70
$680K 0.18%
6,226
+78
71
$652K 0.17%
1,514
+48
72
$638K 0.17%
11,650
+1,100
73
$626K 0.17%
37,132
+9,966
74
$623K 0.17%
4,456
-168
75
$598K 0.16%
7,636
+226
1 2
3
4 5