WLIM
White Lighthouse Investment Management Portfolio holdings
AUM
$615M
This Quarter Return
+4.16%
1 Year Return
+13.17%
3 Year Return
+46.89%
5 Year Return
+66.64%
10 Year Return
–
AUM
$174M
AUM Growth
–
Cap. Flow
+$174M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
43.34%
Holding
119
New
119
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$12.5M |
| 2 |
Vanguard Total International Stock ETF
VXUS
|
$11.9M |
| 3 |
Vanguard Growth ETF
VUG
|
$9M |
| 4 |
iShares Select Dividend ETF
DVY
|
$7.41M |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
$6.68M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 5% |
| 2 | Healthcare | 1.37% |
| 3 | Consumer Staples | 0.97% |
| 4 | Industrials | 0.9% |
| 5 | Communication Services | 0.64% |
