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
$492M
AUM Growth
+$35.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.46M
3
+$1.34M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.33M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$956K

Top Sells

1
+$1.25M
2
+$765K
3
+$332K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$300K
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$253K

Sector Composition

1 Technology 2.16%
2 Healthcare 1.09%
3 Consumer Staples 0.62%
4 Consumer Discretionary 0.6%
5 Communication Services 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$655K 0.13%
10,264
+1,015
77
$654K 0.13%
4,030
-58
78
$606K 0.12%
6,754
+86
79
$604K 0.12%
3,226
-99
80
$559K 0.11%
2,333
81
$558K 0.11%
3,398
-33
82
$553K 0.11%
7,254
-712
83
$509K 0.1%
12,227
-338
84
$455K 0.09%
14,384
-80
85
$446K 0.09%
5,869
86
$431K 0.09%
5,400
87
$409K 0.08%
2,335
88
$409K 0.08%
3,580
-140
89
$402K 0.08%
4,161
+1
90
$380K 0.08%
2,879
91
$377K 0.08%
2,644
-31
92
$371K 0.08%
1,641
-45
93
$367K 0.07%
9,845
-2,190
94
$354K 0.07%
7,000
95
$349K 0.07%
2,999
-500
96
$347K 0.07%
7,059
+10
97
$345K 0.07%
7,803
98
$344K 0.07%
3,154
-186
99
$343K 0.07%
3,347
+336
100
$335K 0.07%
14,448
-1,300
1 2 3
4
5