WLIM
White Lighthouse Investment Management Portfolio holdings
AUM
$615M
This Quarter Return
+3.09%
1 Year Return
+13.17%
3 Year Return
+46.89%
5 Year Return
+66.64%
10 Year Return
–
AUM
$327M
AUM Growth
+$327M
(+4.3%)
Cap. Flow
+$5.34M
Cap. Flow
% of AUM
1.63%
Top 10 Holdings %
Top 10 Hldgs %
51.85%
Holding
118
New
5
Increased
44
Reduced
49
Closed
2
Top Buys
| 1 |
Vanguard High Dividend Yield ETF
VYM
|
$2.05M |
| 2 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$1.81M |
| 3 |
Vanguard Growth ETF
VUG
|
$1.49M |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.48M |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
$1.16M |
Top Sells
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
$1.13M |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
$822K |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$780K |
| 4 |
iShares Expanded Tech Sector ETF
IGM
|
$600K |
| 5 |
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% |
