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
$457M
AUM Growth
+$45.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.16M
3
+$1.44M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.39M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.35M

Top Sells

1
+$1.9M
2
+$1.58M
3
+$885K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$714K
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$424K

Sector Composition

1 Technology 2.7%
2 Healthcare 1.15%
3 Consumer Staples 0.63%
4 Consumer Discretionary 0.54%
5 Communication Services 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.39M 0.3%
29,089
-3,363
52
$1.39M 0.3%
2,640
-10
53
$1.37M 0.3%
26,898
+2,050
54
$1.33M 0.29%
8,500
+3
55
$1.31M 0.29%
4,299
+445
56
$1.31M 0.29%
9,370
57
$1.31M 0.29%
17,284
+109
58
$1.25M 0.27%
22,348
-1,004
59
$1.22M 0.27%
20,840
+177
60
$1.13M 0.25%
3,160
-210
61
$1.12M 0.25%
9,536
+590
62
$1.07M 0.23%
20,271
+3
63
$1M 0.22%
9,500
64
$988K 0.22%
14,094
+9
65
$950K 0.21%
3,300
+55
66
$946K 0.21%
1,981
+63
67
$915K 0.2%
17,851
-4,290
68
$886K 0.19%
3,413
-526
69
$816K 0.18%
41,337
-2,243
70
$809K 0.18%
8,600
71
$791K 0.17%
12,272
+62
72
$760K 0.17%
2,571
73
$701K 0.15%
21,874
-3,196
74
$698K 0.15%
6,451
-275
75
$621K 0.14%
8,142
1 2
3
4 5