WLIM
White Lighthouse Investment Management Portfolio holdings
AUM
$615M
This Quarter Return
-5.52%
1 Year Return
+13.17%
3 Year Return
+46.89%
5 Year Return
+66.64%
10 Year Return
–
AUM
$343M
AUM Growth
+$343M
(-1.7%)
Cap. Flow
+$14.1M
Cap. Flow
% of AUM
4.1%
Top 10 Holdings %
Top 10 Hldgs %
54.51%
Holding
112
New
4
Increased
51
Reduced
28
Closed
7
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$2.81M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$2.61M |
| 3 |
Vanguard Growth ETF
VUG
|
$2.43M |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
$1.97M |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
$1.07M |
Top Sells
Sector Composition
| 1 | Technology | 2.41% |
| 2 | Healthcare | 0.98% |
| 3 | Consumer Staples | 0.73% |
| 4 | Consumer Discretionary | 0.47% |
| 5 | Utilities | 0.39% |
