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
$518M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$6.44M
2
+$1.98M
3
+$1.68M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.41M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.34M

Top Sells

1
+$715K
2
+$605K
3
+$436K
4
CVS icon
CVS Health
CVS
+$431K
5
ANET icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.53M 0.3%
7,129
-191
52
$1.49M 0.29%
18,870
+32
53
$1.46M 0.28%
4,677
-26
54
$1.45M 0.28%
10,524
+115
55
$1.41M 0.27%
28,455
-565
56
$1.39M 0.27%
3,410
+348
57
$1.37M 0.26%
20,169
+3
58
$1.34M 0.26%
2,630
59
$1.25M 0.24%
21,271
-89
60
$1.24M 0.24%
21,689
+854
61
$1.22M 0.23%
8,329
-47
62
$1.21M 0.23%
2,202
+163
63
$1.09M 0.21%
14,109
+9
64
$1.04M 0.2%
3,332
+100
65
$1.01M 0.19%
3,206
-135
66
$993K 0.19%
9,500
67
$923K 0.18%
18,020
+104
68
$900K 0.17%
40,783
-150
69
$856K 0.17%
2,571
70
$839K 0.16%
12,571
+151
71
$752K 0.15%
8,142
72
$742K 0.14%
22,130
-572
73
$716K 0.14%
6,713
-23
74
$709K 0.14%
7,000
-1,600
75
$684K 0.13%
10,879
+615
1 2
3
4 5