WLIM
White Lighthouse Investment Management Portfolio holdings
AUM
$615M
This Quarter Return
+6.13%
1 Year Return
+13.17%
3 Year Return
+46.89%
5 Year Return
+66.64%
10 Year Return
–
AUM
$365M
AUM Growth
+$365M
(+12%)
Cap. Flow
+$12.8M
Cap. Flow
% of AUM
3.5%
Top 10 Holdings %
Top 10 Hldgs %
51.2%
Holding
124
New
8
Increased
53
Reduced
41
Closed
3
Top Buys
| 1 |
Unity
U
|
$4.61M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$2.7M |
| 3 |
Vanguard Growth ETF
VUG
|
$1.89M |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
$1.49M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.49M |
Top Sells
| 1 |
iShares Gold Trust
IAU
|
$4.64M |
| 2 |
Snowflake
SNOW
|
$897K |
| 3 |
iShares Select Dividend ETF
DVY
|
$579K |
| 4 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
$249K |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$240K |
Sector Composition
| 1 | Technology | 3.67% |
| 2 | Healthcare | 0.97% |
| 3 | Consumer Staples | 0.79% |
| 4 | Consumer Discretionary | 0.7% |
| 5 | Industrials | 0.41% |
