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
$412M
AUM Growth
-$7.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$1.55M
3
+$1.34M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.27M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.03M

Top Sells

1
+$2.03M
2
+$1.58M
3
+$533K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$483K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$390K

Sector Composition

1 Technology 2.71%
2 Healthcare 1.21%
3 Consumer Staples 0.7%
4 Consumer Discretionary 0.62%
5 Communication Services 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.34M 0.32%
+2,650
52
$1.32M 0.32%
8,497
+459
53
$1.26M 0.31%
7,340
+10
54
$1.23M 0.3%
9,370
+600
55
$1.21M 0.29%
23,352
+1,629
56
$1.2M 0.29%
24,848
+75
57
$1.19M 0.29%
17,175
+656
58
$1.18M 0.29%
3,370
+175
59
$1.1M 0.27%
22,141
60
$1.08M 0.26%
20,268
-3
61
$1.04M 0.25%
3,854
+109
62
$1.04M 0.25%
20,663
+320
63
$977K 0.24%
9,500
64
$941K 0.23%
8,946
+132
65
$912K 0.22%
14,085
-9
66
$894K 0.22%
3,939
-100
67
$872K 0.21%
3,245
+1,800
68
$824K 0.2%
1,918
+123
69
$796K 0.19%
8,600
70
$771K 0.19%
43,580
+406
71
$759K 0.18%
25,070
+646
72
$707K 0.17%
12,210
+1,000
73
$702K 0.17%
2,571
74
$679K 0.16%
8,229
+1,199
75
$634K 0.15%
6,726
-68
1 2
3
4 5