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
$393M
AUM Growth
-$8.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$5.36M
2
+$4.06M
3
+$1.72M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.57M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.41M

Top Sells

1
+$2.77M
2
+$1.45M
3
+$435K
4
DVY icon
iShares Select Dividend ETF
DVY
+$427K
5
VB icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$524K 0.13%
5,360
-4,445
77
$516K 0.13%
12,963
+245
78
$481K 0.12%
7,917
+534
79
$470K 0.12%
9,475
+1,500
80
$468K 0.12%
8,400
81
$465K 0.12%
4,160
82
$436K 0.11%
5,894
83
$404K 0.1%
2,414
84
$402K 0.1%
7,798
-4,100
85
$392K 0.1%
5,611
-180
86
$362K 0.09%
1,496
87
$352K 0.09%
3,500
88
$350K 0.09%
2,164
+40
89
$348K 0.09%
11,204
-2,123
90
$326K 0.08%
6,500
91
$321K 0.08%
17,470
-82
92
$320K 0.08%
3,301
-45
93
$315K 0.08%
2,843
94
$293K 0.07%
752
95
$288K 0.07%
2,995
96
$262K 0.07%
5,057
97
$261K 0.07%
1,860
-280
98
$261K 0.07%
7,160
-669
99
$260K 0.07%
5,108
-6
100
$249K 0.06%
2,794
-600
1 2 3
4
5