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
+$278K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.31M
3
+$1.08M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$791K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$629K

Top Sells

1
+$1.11M
2
+$1.02M
3
+$458K
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$423K
5
AAPL icon
Apple
AAPL
+$296K

Sector Composition

1 Technology 4.34%
2 Healthcare 1.33%
3 Consumer Staples 1.11%
4 Industrials 0.73%
5 Financials 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$239K 0.14%
+2,290
102
$239K 0.14%
3,750
103
$236K 0.14%
7,124
-350
104
$231K 0.13%
3,793
105
$228K 0.13%
3,615
-1,080
106
$227K 0.13%
10,321
+650
107
$225K 0.13%
4,825
-400
108
$220K 0.13%
3,930
109
$218K 0.13%
2,000
110
$215K 0.12%
2,746
-514
111
$211K 0.12%
5,000
112
$202K 0.12%
+3,500
113
$192K 0.11%
2,969
-626
114
$140K 0.08%
21,275
115
– –
-3,697
116
– –
-4,580
117
– –
-10,000
118
– –
-36,514
119
– –
-5,000
1 2 3 4
5