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
$273M
AUM Growth
+$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$1.74M
3
+$1.24M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$914K
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$838K

Top Sells

1
+$2.2M
2
+$645K
3
+$486K
4
ORCL icon
Oracle
ORCL
+$415K
5
XOM icon
Exxon Mobil
XOM
+$283K

Sector Composition

1 Technology 2.4%
2 Healthcare 1.39%
3 Consumer Staples 1.04%
4 Consumer Discretionary 0.56%
5 Communication Services 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$541K 0.2%
14,542
77
$508K 0.19%
13,503
+1,256
78
$507K 0.19%
5,770
+1,199
79
$502K 0.18%
11,190
-1,444
80
$476K 0.17%
6,841
-1,071
81
$473K 0.17%
28,108
82
$467K 0.17%
9,281
-1,597
83
$443K 0.16%
7,403
84
$438K 0.16%
6,365
+1,590
85
$425K 0.16%
3,167
-480
86
$424K 0.16%
7,493
-2,670
87
$418K 0.15%
12,062
+330
88
$418K 0.15%
28,600
+1,100
89
$417K 0.15%
9,035
-5,785
90
$384K 0.14%
10,203
+1,189
91
$383K 0.14%
4,923
92
$366K 0.13%
6,800
93
$362K 0.13%
1,500
94
$355K 0.13%
4,110
-950
95
$354K 0.13%
10,560
-2,790
96
$348K 0.13%
4,950
97
$346K 0.13%
3,163
+40
98
$343K 0.13%
3,185
+270
99
$342K 0.13%
2,499
+164
100
$340K 0.12%
8,000
2 3
4
5 6