WLIM
White Lighthouse Investment Management Portfolio holdings
AUM
$615M
This Quarter Return
-3.53%
1 Year Return
+13.17%
3 Year Return
+46.89%
5 Year Return
+66.64%
10 Year Return
–
AUM
$412M
AUM Growth
+$412M
(-1.7%)
Cap. Flow
+$8.24M
Cap. Flow
% of AUM
2%
Top 10 Holdings %
Top 10 Hldgs %
54.47%
Holding
119
New
4
Increased
50
Reduced
39
Closed
1
Top Buys
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$1.9M |
| 2 |
Vanguard Total Bond Market
BND
|
$1.55M |
| 3 |
UnitedHealth
UNH
|
$1.34M |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
$1.27M |
| 5 |
iShares Short Treasury Bond ETF
SHV
|
$1.03M |
Top Sells
| 1 |
Vanguard Growth ETF
VUG
|
$2.03M |
| 2 |
Arista Networks
ANET
|
$1.58M |
| 3 |
Vanguard Long-Term Corporate Bond ETF
VCLT
|
$533K |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$483K |
| 5 |
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% |
