WLIM
White Lighthouse Investment Management Portfolio holdings
AUM
$615M
This Quarter Return
+6.24%
1 Year Return
+13.17%
3 Year Return
+46.89%
5 Year Return
+66.64%
10 Year Return
–
AUM
$368M
AUM Growth
+$368M
(+7.2%)
Cap. Flow
+$4.54M
Cap. Flow
% of AUM
1.23%
Top 10 Holdings %
Top 10 Hldgs %
53.35%
Holding
115
New
10
Increased
34
Reduced
49
Closed
1
Top Buys
Top Sells
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.67M |
| 2 |
Vanguard High Dividend Yield ETF
VYM
|
$1.01M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
$870K |
| 4 |
Vanguard Value ETF
VTV
|
$683K |
| 5 |
Vanguard Information Technology ETF
VGT
|
$653K |
Sector Composition
| 1 | Technology | 2.23% |
| 2 | Healthcare | 0.96% |
| 3 | Consumer Staples | 0.78% |
| 4 | Utilities | 0.39% |
| 5 | Industrials | 0.36% |
