WLIM
White Lighthouse Investment Management Portfolio holdings
AUM
$615M
This Quarter Return
-1.05%
1 Year Return
+13.17%
3 Year Return
+46.89%
5 Year Return
+66.64%
10 Year Return
–
AUM
$560M
AUM Growth
+$560M
(-1.6%)
Cap. Flow
+$304K
Cap. Flow
% of AUM
0.05%
Top 10 Holdings %
Top 10 Hldgs %
58.37%
Holding
138
New
5
Increased
51
Reduced
63
Closed
5
Top Buys
| 1 |
iShares Short Treasury Bond ETF
SHV
|
$3.58M |
| 2 |
Vanguard Total Bond Market
BND
|
$1.27M |
| 3 |
Vanguard Value ETF
VTV
|
$1.21M |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
$891K |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
$856K |
Top Sells
| 1 |
Vanguard Information Technology ETF
VGT
|
$1.54M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$805K |
| 3 |
iShares Gold Trust
IAU
|
$654K |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$628K |
| 5 |
Tesla
TSLA
|
$572K |
Sector Composition
| 1 | Technology | 1.96% |
| 2 | Consumer Staples | 1.15% |
| 3 | Healthcare | 0.9% |
| 4 | Consumer Discretionary | 0.68% |
| 5 | Financials | 0.53% |
