WLIM
White Lighthouse Investment Management Portfolio holdings
AUM
$615M
This Quarter Return
+10.07%
1 Year Return
+13.17%
3 Year Return
+46.89%
5 Year Return
+66.64%
10 Year Return
–
AUM
$218M
AUM Growth
+$218M
(+20%)
Cap. Flow
+$17.9M
Cap. Flow
% of AUM
8.24%
Top 10 Holdings %
Top 10 Hldgs %
44.28%
Holding
126
New
17
Increased
45
Reduced
49
Closed
3
Top Buys
Top Sells
| 1 |
iShares Short Maturity Bond ETF
NEAR
|
$912K |
| 2 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$848K |
| 3 |
Amazon
AMZN
|
$710K |
| 4 |
Apple
AAPL
|
$640K |
| 5 |
Vanguard Financials ETF
VFH
|
$496K |
Sector Composition
| 1 | Technology | 3.79% |
| 2 | Healthcare | 1.38% |
| 3 | Consumer Staples | 1.1% |
| 4 | Industrials | 0.59% |
| 5 | Real Estate | 0.37% |
