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
$218M
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$3.21M
3
+$1.14M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.06M
5
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$901K

Top Sells

1
+$912K
2
+$848K
3
+$710K
4
AAPL icon
Apple
AAPL
+$640K
5
VFH icon
Vanguard Financials ETF
VFH
+$496K

Sector Composition

1 Technology 3.79%
2 Healthcare 1.38%
3 Consumer Staples 1.1%
4 Industrials 0.59%
5 Real Estate 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$472K 0.22%
3,795
+240
77
$465K 0.21%
8,665
-800
78
$425K 0.2%
18,961
+7,735
79
$415K 0.19%
+8,250
80
$396K 0.18%
12,293
81
$395K 0.18%
10,813
-1,125
82
$380K 0.17%
5,895
-7,700
83
$379K 0.17%
7,050
-500
84
$378K 0.17%
7,305
-982
85
$362K 0.17%
4,480
-79
86
$344K 0.16%
+6,800
87
$343K 0.16%
27,500
88
$333K 0.15%
+10,165
89
$332K 0.15%
7,050
-2,370
90
$325K 0.15%
6,284
-1,500
91
$320K 0.15%
5,412
-214
92
$314K 0.14%
4,923
-2,610
93
$306K 0.14%
17,420
+5,300
94
$304K 0.14%
7,000
-4,190
95
$300K 0.14%
1,888
96
$292K 0.13%
1,179
-127
97
$281K 0.13%
10,450
-1,300
98
$265K 0.12%
1,525
99
$259K 0.12%
9,000
100
$250K 0.11%
+2,317
1 2 3
4
5