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
$401M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$1.38M
3
+$1.26M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.13M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.06M

Top Sells

1
+$4.42M
2
+$467K
3
+$358K
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$248K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$223K

Sector Composition

1 Technology 2.84%
2 Healthcare 1.01%
3 Consumer Staples 0.73%
4 Consumer Discretionary 0.59%
5 Communication Services 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$534K 0.13%
12,718
+793
77
$532K 0.13%
8,400
78
$506K 0.13%
7,383
+768
79
$460K 0.11%
5,894
80
$456K 0.11%
1,525
+5
81
$450K 0.11%
5,791
-1,845
82
$436K 0.11%
4,160
83
$419K 0.1%
2,414
+4
84
$411K 0.1%
7,975
-28
85
$410K 0.1%
6,576
+167
86
$403K 0.1%
3,500
87
$359K 0.09%
13,327
+2,525
88
$356K 0.09%
3,346
+581
89
$341K 0.09%
17,552
+5,118
90
$337K 0.08%
1,496
+61
91
$332K 0.08%
2,124
+158
92
$330K 0.08%
2,995
93
$328K 0.08%
6,500
94
$323K 0.08%
3,394
-335
95
$310K 0.08%
2,140
+520
96
$309K 0.08%
7,829
97
$299K 0.07%
+5,057
98
$294K 0.07%
2,843
99
$282K 0.07%
752
+2
100
$281K 0.07%
1,890
+365
1 2 3
4
5