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
$272M
AUM Growth
+$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$4.1M
2
+$3.11M
3
+$1.94M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.7M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.38M

Top Sells

1
+$2.73M
2
+$1.71M
3
+$1.06M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.06M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$981K

Sector Composition

1 Technology 2.73%
2 Healthcare 1.35%
3 Consumer Discretionary 1.06%
4 Consumer Staples 1.05%
5 Utilities 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$254K 0.09%
4,700
-1,000
102
$249K 0.09%
681
-84
103
$248K 0.09%
2,705
104
$245K 0.09%
2,195
-1,090
105
$245K 0.09%
829
106
$242K 0.09%
9,213
107
$242K 0.09%
9,382
-2,240
108
$223K 0.08%
+1,033
109
– –
-7,091
110
– –
-8,260
111
– –
-2,743
112
– –
-14,690
113
– –
-28,600
1 2 3 4
5