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
$327M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.81M
3
+$1.49M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.48M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.16M

Top Sells

1
+$1.13M
2
+$822K
3
+$780K
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$600K
5
AAPL icon
Apple
AAPL
+$570K

Sector Composition

1 Technology 2.75%
2 Healthcare 1%
3 Consumer Staples 0.85%
4 Consumer Discretionary 0.7%
5 Industrials 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$246K 0.08%
1,525
102
$246K 0.08%
+2,915
103
$245K 0.08%
1,742
+107
104
$242K 0.07%
3,295
-157
105
$240K 0.07%
1,694
-86
106
$239K 0.07%
2,720
107
$228K 0.07%
1,236
-234
108
$221K 0.07%
597
-72
109
$216K 0.07%
+350
110
$216K 0.07%
953
111
$204K 0.06%
+1,342
112
$187K 0.06%
5,438
-525
113
– –
-1,465
114
– –
-1,215
1 2 3 4
5