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
$397M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.5M
3
+$1.28M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.18M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$883K

Top Sells

1
+$1.13M
2
+$761K
3
+$432K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$427K
5
VWO icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$625K 0.16%
19,309
-244
77
$622K 0.16%
8,101
-354
78
$608K 0.15%
4,088
+1
79
$515K 0.13%
14,537
+700
80
$514K 0.13%
3,483
+35
81
$506K 0.13%
4,079
-473
82
$474K 0.12%
5,495
-5
83
$436K 0.11%
2,333
+34
84
$426K 0.11%
2,335
85
$401K 0.1%
4,160
86
$401K 0.1%
5,400
87
$400K 0.1%
5,894
88
$376K 0.09%
6,739
+569
89
$361K 0.09%
22,168
+1,688
90
$349K 0.09%
1,445
91
$348K 0.09%
3,169
+500
92
$335K 0.08%
6,400
93
$333K 0.08%
3,795
+1
94
$327K 0.08%
6,500
-400
95
$306K 0.08%
2,879
96
$297K 0.07%
1,964
97
$293K 0.07%
3,220
-590
98
$278K 0.07%
4,469
-115
99
$275K 0.07%
5,627
+833
100
$272K 0.07%
2,902
-102
1 2 3
4
5