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
$397M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.5M
3
+$1.28M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.18M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$883K

Top Sells

1
+$1.13M
2
+$761K
3
+$432K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$427K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$265K

Sector Composition

1 Technology 2.7%
2 Healthcare 0.81%
3 Consumer Staples 0.72%
4 Consumer Discretionary 0.38%
5 Industrials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.34M 0.34%
6,559
+550
52
$1.27M 0.32%
8,178
-25
53
$1.26M 0.32%
24,883
+590
54
$1.15M 0.29%
21,523
-900
55
$1.14M 0.29%
15,879
-3,380
56
$1.14M 0.29%
22,557
+75
57
$1.09M 0.27%
19,643
+185
58
$1.04M 0.26%
4,122
+490
59
$996K 0.25%
20,271
+21
60
$994K 0.25%
9,500
61
$981K 0.25%
14,094
62
$942K 0.24%
9,742
+1,265
63
$932K 0.23%
4,071
+500
64
$891K 0.22%
2,885
+60
65
$836K 0.21%
8,600
66
$814K 0.21%
43,144
-1,875
67
$795K 0.2%
25,246
-449
68
$770K 0.19%
31,570
-3,330
69
$744K 0.19%
37,596
-10,827
70
$728K 0.18%
1,771
-73
71
$719K 0.18%
6,930
72
$691K 0.17%
4,970
-1,526
73
$687K 0.17%
11,270
-87
74
$674K 0.17%
8,142
+2,552
75
$643K 0.16%
6,654
-523
1 2
3
4 5