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
$412M
AUM Growth
-$7.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$1.55M
3
+$1.34M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.27M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.03M

Top Sells

1
+$2.03M
2
+$1.58M
3
+$533K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$483K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$390K

Sector Composition

1 Technology 2.71%
2 Healthcare 1.21%
3 Consumer Staples 0.7%
4 Consumer Discretionary 0.62%
5 Communication Services 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$596K 0.14%
4,086
-2
77
$564K 0.14%
8,142
78
$519K 0.13%
14,918
-80
79
$505K 0.12%
3,831
-298
80
$503K 0.12%
34,380
-477
81
$480K 0.12%
17,849
-1,624
82
$474K 0.12%
3,392
-450
83
$457K 0.11%
2,333
84
$415K 0.1%
7,009
+2,135
85
$413K 0.1%
6,887
+542
86
$411K 0.1%
3,499
+330
87
$396K 0.1%
2,335
88
$392K 0.1%
5,869
89
$388K 0.09%
21,348
-668
90
$377K 0.09%
5,400
91
$367K 0.09%
4,160
92
$366K 0.09%
15,270
-16,300
93
$361K 0.09%
2,828
-345
94
$327K 0.08%
6,500
95
$323K 0.08%
6,000
-400
96
$322K 0.08%
1,287
97
$311K 0.08%
2,361
+613
98
$308K 0.07%
6,434
+659
99
$305K 0.07%
3,395
-400
100
$296K 0.07%
2,879
1 2 3
4
5