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
$419M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$3.02M
3
+$1.57M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$851K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$793K

Top Sells

1
+$3.54M
2
+$1.09M
3
+$961K
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$593K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$486K

Sector Composition

1 Technology 3.22%
2 Healthcare 0.8%
3 Consumer Staples 0.71%
4 Consumer Discretionary 0.61%
5 Utilities 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$620K 0.15%
4,088
77
$608K 0.15%
7,030
+1,535
78
$586K 0.14%
19,473
+164
79
$557K 0.13%
4,129
+50
80
$555K 0.13%
14,998
+461
81
$554K 0.13%
3,842
-1,128
82
$473K 0.11%
2,333
83
$451K 0.11%
3,173
-310
84
$432K 0.1%
2,335
85
$413K 0.1%
22,016
-152
86
$409K 0.1%
5,869
-25
87
$395K 0.09%
6,345
-394
88
$373K 0.09%
4,160
89
$373K 0.09%
5,400
90
$355K 0.08%
3,795
91
$341K 0.08%
1,964
92
$340K 0.08%
3,169
93
$337K 0.08%
+1,287
94
$332K 0.08%
2,879
95
$331K 0.08%
6,400
96
$327K 0.08%
6,500
97
$321K 0.08%
1,445
98
$304K 0.07%
4,874
+405
99
$298K 0.07%
3,080
-140
100
$285K 0.07%
+1,683
1 2 3
4
5