WLIM
White Lighthouse Investment Management Portfolio holdings
AUM
$615M
This Quarter Return
+6.92%
1 Year Return
+13.17%
3 Year Return
+46.89%
5 Year Return
+66.64%
10 Year Return
–
AUM
$397M
AUM Growth
+$397M
(+7.9%)
Cap. Flow
+$5.9M
Cap. Flow
% of AUM
1.49%
Top 10 Holdings %
Top 10 Hldgs %
54.05%
Holding
115
New
1
Increased
48
Reduced
43
Closed
2
Top Buys
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.71M |
| 2 |
Vanguard High Dividend Yield ETF
VYM
|
$1.5M |
| 3 |
Vanguard Growth ETF
VUG
|
$1.28M |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$1.18M |
| 5 |
iShares Short Treasury Bond ETF
SHV
|
$883K |
Top Sells
| 1 |
iShares Core S&P US Growth ETF
IUSG
|
$1.13M |
| 2 |
iShares Core MSCI Total International Stock ETF
IXUS
|
$761K |
| 3 |
iShares Gold Trust
IAU
|
$432K |
| 4 |
Invesco QQQ Trust
QQQ
|
$427K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$265K |
Sector Composition
| 1 | Technology | 2.7% |
| 2 | Healthcare | 0.81% |
| 3 | Consumer Staples | 0.72% |
| 4 | Consumer Discretionary | 0.38% |
| 5 | Industrials | 0.35% |
