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
$365M
AUM Growth
+$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$2.7M
3
+$1.89M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.49M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.49M

Top Sells

1
+$897K
2
+$579K
3
+$249K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$240K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$221K

Sector Composition

1 Technology 3.67%
2 Healthcare 0.97%
3 Consumer Staples 0.79%
4 Consumer Discretionary 0.7%
5 Industrials 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$540K 0.15%
8,035
77
$500K 0.14%
11,065
+608
78
$495K 0.14%
6,019
-80
79
$493K 0.14%
5,905
+224
80
$462K 0.13%
27,166
+10,706
81
$448K 0.12%
3,035
-647
82
$445K 0.12%
8,400
-147
83
$438K 0.12%
7,803
84
$411K 0.11%
4,160
-214
85
$401K 0.11%
+6,409
86
$396K 0.11%
3,500
87
$386K 0.11%
2,604
+105
88
$359K 0.1%
+5,567
89
$358K 0.1%
1,470
-30
90
$350K 0.1%
4,069
-725
91
$337K 0.09%
2,718
-45
92
$328K 0.09%
6,500
93
$321K 0.09%
2,995
-100
94
$308K 0.08%
7,829
+200
95
$295K 0.08%
10,522
-5,085
96
$294K 0.08%
5,245
-98
97
$274K 0.08%
9,000
98
$269K 0.07%
1,227
-17
99
$268K 0.07%
6,433
+31
100
$265K 0.07%
13,434
+34
1 2 3
4
5