WLIM

White Lighthouse Investment Management Portfolio holdings

AUM $716M
1-Year Est. Return 16.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$615M
AUM Growth
+$54.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$2.29M
3
+$2.13M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.8M
5
VTV icon
Vanguard Value ETF
VTV
+$1.38M

Top Sells

1
+$1.67M
2
+$924K
3
+$461K
4
VCEB icon
Vanguard ESG US Corporate Bond ETF
VCEB
+$409K
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$335K

Sector Composition

1 Technology 1.92%
2 Consumer Staples 1.13%
3 Healthcare 1.03%
4 Consumer Discretionary 0.67%
5 Financials 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$762K 0.12%
11,653
+41
77
$753K 0.12%
8,205
+46
78
$743K 0.12%
10,744
+1,202
79
$668K 0.11%
7,110
+1,448
80
$663K 0.11%
16,936
-1,274
81
$646K 0.11%
1,763
-98
82
$638K 0.1%
2,335
-1,000
83
$637K 0.1%
8,142
84
$629K 0.1%
12,078
-208
85
$618K 0.1%
15,179
+870
86
$615K 0.1%
3,362
+52
87
$608K 0.1%
2,206
+180
88
$592K 0.1%
6,393
+223
89
$589K 0.1%
1,889
-140
90
$579K 0.09%
9,970
+3,320
91
$554K 0.09%
1,911
-49
92
$551K 0.09%
9,391
-6
93
$537K 0.09%
3,398
+277
94
$502K 0.08%
1,758
-197
95
$486K 0.08%
2,023
96
$486K 0.08%
3,836
+530
97
$482K 0.08%
5,869
98
$468K 0.08%
2,637
-29
99
$461K 0.07%
6,640
+210
100
$443K 0.07%
15,179
+505
2 3
4
5 6