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
$373M
AUM Growth
+$7.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$4.67M
2
+$2.2M
3
+$1.24M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.04M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$982K

Top Sells

1
+$884K
2
+$832K
3
+$702K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$448K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$414K

Sector Composition

1 Technology 3.58%
2 Healthcare 0.93%
3 Consumer Staples 0.74%
4 Consumer Discretionary 0.6%
5 Communication Services 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$524K 0.14%
7,985
-50
77
$518K 0.14%
11,925
+860
78
$478K 0.13%
5,894
-125
79
$476K 0.13%
5,605
-300
80
$457K 0.12%
8,400
81
$433K 0.12%
6,615
+1,048
82
$426K 0.11%
8,003
+200
83
$415K 0.11%
1,520
-660
84
$406K 0.11%
4,160
85
$398K 0.11%
6,409
86
$392K 0.11%
3,500
87
$362K 0.1%
2,410
-194
88
$356K 0.1%
2,843
+125
89
$328K 0.09%
6,500
90
$321K 0.09%
3,729
-340
91
$319K 0.09%
2,995
92
$305K 0.08%
1,435
-35
93
$304K 0.08%
7,829
94
$282K 0.08%
5,225
-20
95
$274K 0.07%
1,966
+193
96
$270K 0.07%
9,000
97
$267K 0.07%
6,433
98
$266K 0.07%
10,802
+280
99
$265K 0.07%
2,765
+45
100
$261K 0.07%
350
1 2 3
4
5