WLIM
White Lighthouse Investment Management Portfolio holdings
AUM
$615M
This Quarter Return
+17.09%
1 Year Return
+13.17%
3 Year Return
+46.89%
5 Year Return
+66.64%
10 Year Return
–
AUM
$272M
AUM Growth
+$272M
(+14%)
Cap. Flow
-$3.83M
Cap. Flow
% of AUM
-1.41%
Top 10 Holdings %
Top 10 Hldgs %
45.7%
Holding
115
New
7
Increased
27
Reduced
64
Closed
5
Top Buys
| 1 |
iShares Core MSCI Total International Stock ETF
IXUS
|
$4.1M |
| 2 |
Vanguard Information Technology ETF
VGT
|
$3.11M |
| 3 |
Vanguard Value ETF
VTV
|
$1.94M |
| 4 |
Vanguard Growth ETF
VUG
|
$1.7M |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
$1.38M |
Top Sells
Sector Composition
| 1 | Technology | 2.73% |
| 2 | Healthcare | 1.35% |
| 3 | Consumer Discretionary | 1.06% |
| 4 | Consumer Staples | 1.05% |
| 5 | Utilities | 0.41% |
