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
$343M
AUM Growth
-$6.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.61M
3
+$2.43M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.97M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.07M

Top Sells

1
+$1.54M
2
+$1.14M
3
+$641K
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$494K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$368K

Sector Composition

1 Technology 2.41%
2 Healthcare 0.98%
3 Consumer Staples 0.73%
4 Consumer Discretionary 0.47%
5 Utilities 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.12M 0.33%
16,765
+135
52
$1.09M 0.32%
13,634
-715
53
$1.06M 0.31%
19,808
54
$1.04M 0.3%
5,817
+163
55
$975K 0.28%
9,500
56
$958K 0.28%
14,094
+120
57
$941K 0.27%
49,319
+45
58
$940K 0.27%
33,980
+45
59
$880K 0.26%
6,706
-275
60
$875K 0.25%
20,250
61
$828K 0.24%
17,210
+7,560
62
$765K 0.22%
10,410
-5,008
63
$754K 0.22%
2,825
64
$714K 0.21%
8,600
65
$704K 0.21%
+2,995
66
$664K 0.19%
27,530
-935
67
$663K 0.19%
6,930
+850
68
$593K 0.17%
37,270
-530
69
$590K 0.17%
+7,162
70
$586K 0.17%
3,571
71
$567K 0.17%
6,508
-505
72
$546K 0.16%
6,872
+143
73
$542K 0.16%
12,215
-4,150
74
$535K 0.16%
5,144
-11
75
$516K 0.15%
4,086
-110
1 2
3
4 5