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
+$278K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.31M
3
+$1.08M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$791K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$629K

Top Sells

1
+$1.11M
2
+$1.02M
3
+$458K
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$423K
5
AAPL icon
Apple
AAPL
+$296K

Sector Composition

1 Technology 4.34%
2 Healthcare 1.33%
3 Consumer Staples 1.11%
4 Industrials 0.73%
5 Financials 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$425K 0.24%
5,361
-98
77
$420K 0.24%
7,198
+399
78
$401K 0.23%
23,300
79
$375K 0.22%
4,694
-1,500
80
$374K 0.21%
8,380
81
$353K 0.2%
27,500
82
$348K 0.2%
6,720
-4,880
83
$348K 0.2%
4,665
84
$346K 0.2%
3,746
-25
85
$337K 0.19%
3,995
-35
86
$335K 0.19%
2,175
+6
87
$332K 0.19%
1,945
88
$331K 0.19%
9,816
+2,187
89
$325K 0.19%
6,710
+605
90
$314K 0.18%
6,171
+603
91
$306K 0.18%
2,713
-302
92
$301K 0.17%
5,100
-4,425
93
$295K 0.17%
6,174
+1,060
94
$283K 0.16%
1,321
-15
95
$280K 0.16%
1,525
+90
96
$275K 0.16%
4,200
-100
97
$272K 0.16%
2,050
-290
98
$251K 0.14%
9,000
99
$251K 0.14%
742
+2
100
$242K 0.14%
6,255
-300
1 2 3
4
5