WLIM
White Lighthouse Investment Management Portfolio holdings
AUM
$615M
This Quarter Return
+6.49%
1 Year Return
+13.17%
3 Year Return
+46.89%
5 Year Return
+66.64%
10 Year Return
–
AUM
$401M
AUM Growth
+$401M
(+7.7%)
Cap. Flow
+$8M
Cap. Flow
% of AUM
1.99%
Top 10 Holdings %
Top 10 Hldgs %
53.09%
Holding
118
New
3
Increased
67
Reduced
25
Closed
4
Top Buys
| 1 |
Arista Networks
ANET
|
$1.85M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$1.51M |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.38M |
| 4 |
iShares Short Treasury Bond ETF
SHV
|
$1.26M |
| 5 |
Vanguard Growth ETF
VUG
|
$1.13M |
Top Sells
| 1 |
Unity
U
|
$4.42M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$467K |
| 3 |
Vanguard Total Bond Market
BND
|
$358K |
| 4 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$248K |
| 5 |
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% |
