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
$327M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.81M
3
+$1.49M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.48M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.16M

Top Sells

1
+$1.13M
2
+$822K
3
+$780K
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$600K
5
AAPL icon
Apple
AAPL
+$570K

Sector Composition

1 Technology 2.75%
2 Healthcare 1%
3 Consumer Staples 0.85%
4 Consumer Discretionary 0.7%
5 Industrials 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$497K 0.15%
5,946
+1,023
77
$485K 0.15%
6,252
+194
78
$450K 0.14%
10,457
+195
79
$442K 0.14%
8,547
+147
80
$427K 0.13%
5,681
+76
81
$427K 0.13%
15,607
-1,048
82
$422K 0.13%
4,374
83
$416K 0.13%
1,630
84
$379K 0.12%
4,794
-605
85
$373K 0.11%
1,500
86
$357K 0.11%
3,500
+50
87
$353K 0.11%
2,499
88
$328K 0.1%
6,500
89
$326K 0.1%
2,763
+58
90
$311K 0.1%
3,095
-30
91
$311K 0.1%
5,343
-96
92
$301K 0.09%
5,500
+800
93
$293K 0.09%
7,629
+1,200
94
$270K 0.08%
1,244
-7
95
$270K 0.08%
+16,460
96
$267K 0.08%
9,000
97
$252K 0.08%
13,400
-7,342
98
$252K 0.08%
6,402
99
$249K 0.08%
2,277
+27
100
$247K 0.08%
2,700
1 2 3
4
5