WLIM
White Lighthouse Investment Management Portfolio holdings
AUM
$615M
This Quarter Return
-4.92%
1 Year Return
+13.17%
3 Year Return
+46.89%
5 Year Return
+66.64%
10 Year Return
–
AUM
$393M
AUM Growth
+$393M
(-2%)
Cap. Flow
+$12.1M
Cap. Flow
% of AUM
3.09%
Top 10 Holdings %
Top 10 Hldgs %
52.94%
Holding
118
New
4
Increased
36
Reduced
51
Closed
3
Top Buys
| 1 |
Vanguard Growth ETF
VUG
|
$5.36M |
| 2 |
Vanguard Total Bond Market
BND
|
$4.06M |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$1.72M |
| 4 |
Vanguard Information Technology ETF
VGT
|
$1.57M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.41M |
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$2.77M |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
$1.45M |
| 3 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$435K |
| 4 |
iShares Select Dividend ETF
DVY
|
$427K |
| 5 |
Vanguard Small-Cap ETF
VB
|
$343K |
Sector Composition
| 1 | Technology | 2.88% |
| 2 | Healthcare | 1.01% |
| 3 | Consumer Staples | 0.73% |
| 4 | Consumer Discretionary | 0.57% |
| 5 | Utilities | 0.38% |
