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
$240M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$1.85M
3
+$1.38M
4
AMZN icon
Amazon
AMZN
+$1.1M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.07M

Top Sells

1
+$766K
2
+$359K
3
+$332K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$318K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$215K

Sector Composition

1 Technology 3.07%
2 Healthcare 1.55%
3 Consumer Staples 1.1%
4 Consumer Discretionary 0.63%
5 Industrials 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$518K 0.22%
4,725
-11
77
$505K 0.21%
+9,320
78
$504K 0.21%
3,700
79
$496K 0.21%
6,142
-449
80
$491K 0.2%
3,795
81
$424K 0.18%
11,513
+700
82
$411K 0.17%
20,130
+2,710
83
$402K 0.17%
7,050
84
$387K 0.16%
11,715
+1,550
85
$381K 0.16%
11,673
-620
86
$374K 0.16%
27,500
87
$371K 0.15%
6,705
-600
88
$359K 0.15%
2,802
-1,185
89
$354K 0.15%
7,403
-1,262
90
$351K 0.15%
4,583
+103
91
$340K 0.14%
+3,895
92
$340K 0.14%
3,123
+806
93
$331K 0.14%
6,800
94
$327K 0.14%
4,070
+1,385
95
$323K 0.13%
6,284
96
$316K 0.13%
7,180
+180
97
$311K 0.13%
+4,950
98
$306K 0.13%
+5,990
99
$306K 0.13%
2,335
+300
100
$305K 0.13%
+5,570
2 3
4
5 6