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
$174M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$11.9M
3
+$9M
4
DVY icon
iShares Select Dividend ETF
DVY
+$7.41M
5
VYM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$448K 0.26%
+5,236
77
$439K 0.25%
+11,995
78
$434K 0.25%
+8,629
79
$403K 0.23%
+8,380
80
$402K 0.23%
+23,300
81
$390K 0.22%
+4,665
82
$387K 0.22%
+6,799
83
$373K 0.21%
+3,771
84
$363K 0.21%
+11,025
85
$356K 0.2%
+4,030
86
$350K 0.2%
+3,015
87
$347K 0.2%
+27,500
88
$338K 0.19%
+1,945
89
$336K 0.19%
+2,169
90
$301K 0.17%
+3,595
91
$300K 0.17%
+6,105
92
$296K 0.17%
+4,695
93
$295K 0.17%
+1,336
94
$291K 0.17%
+2,340
95
$288K 0.17%
+5,568
96
$282K 0.16%
+1,435
97
$282K 0.16%
+5,000
98
$275K 0.16%
+4,300
99
$271K 0.16%
+5,114
100
$265K 0.15%
+7,474
1 2 3
4
5