WLIM
White Lighthouse Investment Management Portfolio holdings
AUM
$615M
This Quarter Return
+2.59%
1 Year Return
+13.17%
3 Year Return
+46.89%
5 Year Return
+66.64%
10 Year Return
–
AUM
$518M
AUM Growth
+$518M
(+5.3%)
Cap. Flow
+$14M
Cap. Flow
% of AUM
2.71%
Top 10 Holdings %
Top 10 Hldgs %
57.39%
Holding
126
New
6
Increased
55
Reduced
43
Closed
5
Top Buys
| 1 |
iShares Short Treasury Bond ETF
SHV
|
$6.44M |
| 2 |
Vanguard High Dividend Yield ETF
VYM
|
$1.98M |
| 3 |
Vanguard Total Bond Market
BND
|
$1.68M |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$1.41M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.34M |
Top Sells
| 1 |
Apple
AAPL
|
$715K |
| 2 |
iShares Gold Trust
IAU
|
$605K |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$436K |
| 4 |
CVS Health
CVS
|
$431K |
| 5 |
Arista Networks
ANET
|
$421K |
Sector Composition
| 1 | Technology | 2.35% |
| 2 | Healthcare | 1.03% |
| 3 | Consumer Discretionary | 0.64% |
| 4 | Consumer Staples | 0.6% |
| 5 | Communication Services | 0.42% |
