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
$218M
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$3.21M
3
+$1.14M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.06M
5
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$901K

Top Sells

1
+$912K
2
+$848K
3
+$710K
4
AAPL icon
Apple
AAPL
+$640K
5
VFH icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$249K 0.11%
2,035
+35
102
$246K 0.11%
2,705
103
$237K 0.11%
13,500
104
$235K 0.11%
3,750
105
$229K 0.11%
+9,130
106
$229K 0.11%
4,400
-1,000
107
$226K 0.1%
+3,793
108
$224K 0.1%
+745
109
$215K 0.1%
2,900
-850
110
$210K 0.1%
+3,090
111
$210K 0.1%
2,685
-68
112
$205K 0.09%
+10,500
113
$204K 0.09%
2,280
-1,075
114
$110K 0.05%
+11,260
115
– –
-1,895
116
– –
-9,460
117
– –
-6,800
1 2 3 4
5