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
$174M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$11.9M
3
+$9M
4
DVY icon
iShares Select Dividend ETF
DVY
+$7.41M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$6.68M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5%
2 Healthcare 1.37%
3 Consumer Staples 0.97%
4 Industrials 0.9%
5 Communication Services 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$262K 0.15%
+7,629
102
$262K 0.15%
+3,260
103
$260K 0.15%
+6,555
104
$253K 0.15%
+5,225
105
$250K 0.14%
+9,000
106
$250K 0.14%
+3,750
107
$240K 0.14%
+4,580
108
$240K 0.14%
+2,000
109
$238K 0.14%
+740
110
$233K 0.13%
+3,930
111
$229K 0.13%
+3,793
112
$225K 0.13%
+9,671
113
$219K 0.13%
+5,000
114
$204K 0.12%
+3,697
115
$148K 0.09%
+21,275
116
$18K 0.01%
+10,000
1 2 3 4
5