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
$349M
AUM Growth
-$43.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$4.46M
3
+$2.53M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.46M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$958K

Top Sells

1
+$2.06M
2
+$1.82M
3
+$1.6M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$836K
5
IAU icon
iShares Gold Trust
IAU
+$553K

Sector Composition

1 Technology 2.34%
2 Healthcare 1.12%
3 Consumer Staples 0.77%
4 Consumer Discretionary 0.41%
5 Utilities 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$500K 0.14%
5,400
-1
77
$494K 0.14%
+8,780
78
$482K 0.14%
9,650
+1,852
79
$446K 0.13%
4,160
80
$427K 0.12%
13,007
+44
81
$417K 0.12%
2,419
-137
82
$402K 0.12%
2,410
-4
83
$401K 0.11%
4,973
+1,672
84
$374K 0.11%
5,894
85
$358K 0.1%
7,433
-484
86
$352K 0.1%
1,445
-51
87
$331K 0.09%
5,399
-212
88
$329K 0.09%
2,162
-2
89
$325K 0.09%
6,500
90
$292K 0.08%
7,803
-1,672
91
$289K 0.08%
3,650
+150
92
$274K 0.08%
3,654
+860
93
$273K 0.08%
6,404
-1,996
94
$263K 0.08%
5,010
-47
95
$262K 0.08%
2,879
-16
96
$259K 0.07%
5,100
-8
97
$255K 0.07%
2,843
98
$242K 0.07%
3,004
+9
99
$241K 0.07%
2,819
-30
100
$235K 0.07%
750
-2
1 2 3
4
5