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
$182M
AUM Growth
+$7.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$1.47M
3
+$1.31M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$710K
5
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$575K

Top Sells

1
+$521K
2
+$519K
3
+$435K
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$336K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$319K

Sector Composition

1 Technology 4.38%
2 Healthcare 1.25%
3 Consumer Staples 0.99%
4 Industrials 0.8%
5 Financials 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$400K 0.22%
13,350
77
$394K 0.22%
7,870
+1,160
78
$390K 0.21%
3,715
-31
79
$388K 0.21%
8,380
80
$386K 0.21%
4,665
81
$379K 0.21%
6,720
82
$378K 0.21%
7,198
83
$376K 0.21%
4,819
-542
84
$345K 0.19%
1,870
-75
85
$344K 0.19%
2,183
+8
86
$333K 0.18%
27,500
87
$329K 0.18%
3,190
+900
88
$324K 0.18%
1,321
89
$319K 0.18%
+2,313
90
$315K 0.17%
9,157
-659
91
$311K 0.17%
6,100
-71
92
$307K 0.17%
2,880
+167
93
$304K 0.17%
3,495
-500
94
$287K 0.16%
2,050
95
$283K 0.16%
5,626
-548
96
$271K 0.15%
3,900
-300
97
$267K 0.15%
11,976
+1,655
98
$263K 0.14%
7,124
99
$260K 0.14%
3,750
100
$254K 0.14%
9,000
1 2 3
4
5