WLIM
White Lighthouse Investment Management Portfolio holdings
AUM
$615M
This Quarter Return
-12.81%
1 Year Return
+13.17%
3 Year Return
+46.89%
5 Year Return
+66.64%
10 Year Return
–
AUM
$349M
AUM Growth
+$349M
(-11%)
Cap. Flow
+$10.1M
Cap. Flow
% of AUM
2.89%
Top 10 Holdings %
Top 10 Hldgs %
53.69%
Holding
119
New
4
Increased
37
Reduced
57
Closed
11
Top Buys
| 1 |
iShares Core Total USD Bond Market ETF
IUSB
|
$5.1M |
| 2 |
Vanguard Growth ETF
VUG
|
$4.46M |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$2.53M |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$2.46M |
| 5 |
Amazon
AMZN
|
$1.38M |
Top Sells
| 1 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$2.06M |
| 2 |
Vanguard Total Bond Market
BND
|
$1.82M |
| 3 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$1.6M |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
$836K |
| 5 |
iShares Gold Trust
IAU
|
$553K |
Sector Composition
| 1 | Technology | 2.34% |
| 2 | Healthcare | 1.12% |
| 3 | Consumer Staples | 0.77% |
| 4 | Consumer Discretionary | 0.41% |
| 5 | Utilities | 0.41% |
