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
$365M
AUM Growth
+$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$2.7M
3
+$1.89M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.49M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.49M

Top Sells

1
+$897K
2
+$579K
3
+$249K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$240K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$221K

Sector Composition

1 Technology 3.67%
2 Healthcare 0.97%
3 Consumer Staples 0.79%
4 Consumer Discretionary 0.7%
5 Industrials 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$260K 0.07%
2,720
102
$253K 0.07%
1,525
103
$247K 0.07%
2,700
104
$246K 0.07%
1,773
+31
105
$245K 0.07%
3,144
-151
106
$242K 0.07%
350
107
$226K 0.06%
+750
108
$216K 0.06%
953
109
$214K 0.06%
2,365
-550
110
$206K 0.06%
1,327
-15
111
$205K 0.06%
1,165
-71
112
$204K 0.06%
540
-57
113
$201K 0.06%
+1,165
114
$193K 0.05%
5,438
115
– –
-2,277
116
– –
-1,694
117
– –
-3,914
1 2 3 4
5