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
$182M
AUM Growth
+$7.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$1.47M
3
+$1.31M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$710K
5
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$575K

Top Sells

1
+$521K
2
+$519K
3
+$435K
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$336K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$319K

Sector Composition

1 Technology 4.38%
2 Healthcare 1.25%
3 Consumer Staples 0.99%
4 Industrials 0.8%
5 Financials 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$251K 0.14%
1,525
102
$247K 0.14%
5,891
-7,116
103
$231K 0.13%
5,755
-500
104
$220K 0.12%
3,793
105
$219K 0.12%
743
+1
106
$218K 0.12%
+1,582
107
$218K 0.12%
2,000
108
$218K 0.12%
3,600
-1,500
109
$217K 0.12%
3,615
110
$212K 0.12%
3,930
111
$212K 0.12%
3,500
112
$210K 0.12%
6,562
-16,214
113
$209K 0.11%
5,000
114
$169K 0.09%
2,588
-381
115
$68K 0.04%
10,625
-10,650
116
– –
-4,825
117
– –
-2,746
1 2 3 4
5