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
$518M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$6.44M
2
+$1.98M
3
+$1.68M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.41M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.34M

Top Sells

1
+$715K
2
+$605K
3
+$436K
4
CVS icon
CVS Health
CVS
+$431K
5
ANET icon
Arista Networks
ANET
+$421K

Sector Composition

1 Technology 2.35%
2 Healthcare 1.03%
3 Consumer Discretionary 0.64%
4 Consumer Staples 0.6%
5 Communication Services 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$665K 0.13%
4,033
+3
77
$615K 0.12%
6,946
+192
78
$614K 0.12%
3,151
-75
79
$574K 0.11%
3,363
-35
80
$555K 0.11%
4,482
+1,603
81
$541K 0.1%
6,671
-583
82
$526K 0.1%
6,000
-4,800
83
$507K 0.1%
12,877
+650
84
$491K 0.09%
1,966
-367
85
$475K 0.09%
2,098
+582
86
$471K 0.09%
2,566
+744
87
$450K 0.09%
13,254
-1,130
88
$435K 0.08%
5,869
89
$429K 0.08%
2,899
+255
90
$417K 0.08%
4,161
91
$416K 0.08%
13,782
+3,937
92
$416K 0.08%
1,686
+45
93
$415K 0.08%
4,158
+811
94
$393K 0.08%
3,565
-15
95
$385K 0.07%
2,335
96
$376K 0.07%
28,222
+5,002
97
$376K 0.07%
+2,340
98
$369K 0.07%
+3,934
99
$368K 0.07%
14,588
+140
100
$361K 0.07%
1,787
+409
1 2 3
4
5