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
$457M
AUM Growth
+$45.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.16M
3
+$1.44M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.39M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.35M

Top Sells

1
+$1.9M
2
+$1.58M
3
+$885K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$714K
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$424K

Sector Composition

1 Technology 2.7%
2 Healthcare 1.15%
3 Consumer Staples 0.63%
4 Consumer Discretionary 0.54%
5 Communication Services 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$599K 0.13%
4,088
+2
77
$594K 0.13%
6,668
-1,561
78
$591K 0.13%
+12,035
79
$590K 0.13%
9,249
+2,240
80
$553K 0.12%
7,966
+1,079
81
$522K 0.11%
3,325
-67
82
$509K 0.11%
2,333
83
$505K 0.11%
3,431
-400
84
$491K 0.11%
12,565
-2,353
85
$449K 0.1%
14,464
-3,385
86
$426K 0.09%
5,400
87
$423K 0.09%
5,869
88
$404K 0.09%
4,160
89
$397K 0.09%
2,335
90
$394K 0.09%
25,318
-9,062
91
$392K 0.09%
7,803
92
$389K 0.09%
3,720
+590
93
$367K 0.08%
2,675
-153
94
$353K 0.08%
7,000
+500
95
$350K 0.08%
3,499
96
$348K 0.08%
7,049
+615
97
$336K 0.07%
3,340
-55
98
$327K 0.07%
15,748
-5,600
99
$324K 0.07%
1,686
+48
100
$323K 0.07%
6,400
+400
1 2 3
4
5