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
$273M
AUM Growth
+$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$1.74M
3
+$1.24M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$914K
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$838K

Top Sells

1
+$2.2M
2
+$645K
3
+$486K
4
ORCL icon
Oracle
ORCL
+$415K
5
XOM icon
Exxon Mobil
XOM
+$283K

Sector Composition

1 Technology 2.4%
2 Healthcare 1.39%
3 Consumer Staples 1.04%
4 Consumer Discretionary 0.56%
5 Communication Services 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$339K 0.12%
7,227
+47
102
$337K 0.12%
5,616
+46
103
$337K 0.12%
1,698
+432
104
$324K 0.12%
5,280
105
$311K 0.11%
5,784
106
$307K 0.11%
2,705
107
$305K 0.11%
5,700
+1,300
108
$292K 0.11%
749
+1
109
$289K 0.11%
24,560
+12,030
110
$283K 0.1%
9,625
111
$281K 0.1%
1,588
112
$279K 0.1%
5,210
+930
113
$278K 0.1%
4,700
114
$269K 0.1%
5,360
-4,940
115
$267K 0.1%
3,275
+110
116
$266K 0.1%
9,000
117
$251K 0.09%
854
-80
118
$240K 0.09%
13,500
119
$238K 0.09%
+1,709
120
$225K 0.08%
1,525
121
$222K 0.08%
+1,340
122
$221K 0.08%
3,750
123
$220K 0.08%
8,730
-2,420
124
$211K 0.08%
993
-456
125
$211K 0.08%
1,810
-519
2 3 4
5
6