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
$419M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$3.02M
3
+$1.57M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$851K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$793K

Top Sells

1
+$3.54M
2
+$1.09M
3
+$961K
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$593K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$486K

Sector Composition

1 Technology 3.22%
2 Healthcare 0.8%
3 Consumer Staples 0.71%
4 Consumer Discretionary 0.61%
5 Utilities 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.31M 0.31%
7,330
-275
52
$1.24M 0.3%
24,773
-110
53
$1.2M 0.29%
16,519
+640
54
$1.18M 0.28%
21,723
+200
55
$1.13M 0.27%
20,343
+700
56
$1.11M 0.27%
22,141
-416
57
$1.09M 0.26%
3,195
+310
58
$1.06M 0.25%
20,271
59
$1.06M 0.25%
3,745
-377
60
$1.05M 0.25%
8,770
+1,840
61
$990K 0.24%
14,094
62
$988K 0.24%
9,500
63
$950K 0.23%
4,039
-2,520
64
$937K 0.22%
8,814
-928
65
$840K 0.2%
8,600
66
$800K 0.19%
1,795
+24
67
$793K 0.19%
43,174
+30
68
$773K 0.18%
24,424
-822
69
$768K 0.18%
8,142
70
$759K 0.18%
31,570
71
$692K 0.17%
11,210
-60
72
$679K 0.16%
9,023
+922
73
$677K 0.16%
6,794
+140
74
$641K 0.15%
34,857
-2,739
75
$633K 0.15%
2,571
-1,500
1 2
3
4 5