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
$373M
AUM Growth
+$7.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$4.67M
2
+$2.2M
3
+$1.24M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.04M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$982K

Top Sells

1
+$884K
2
+$832K
3
+$702K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$448K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$414K

Sector Composition

1 Technology 3.58%
2 Healthcare 0.93%
3 Consumer Staples 0.74%
4 Consumer Discretionary 0.6%
5 Communication Services 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$260K 0.07%
1,227
102
$247K 0.07%
2,700
103
$241K 0.06%
12,434
-1,000
104
$240K 0.06%
7,125
+1,687
105
$236K 0.06%
3,144
106
$224K 0.06%
1,525
107
$223K 0.06%
750
108
$217K 0.06%
+1,620
109
$209K 0.06%
1,235
+70
110
$201K 0.05%
1,227
-100
111
$200K 0.05%
580
+40
112
$200K 0.05%
+3,000
113
$128K 0.03%
+19,308
114
– –
-953
115
– –
-1,165
116
– –
-3,035
117
– –
-2,365
1 2 3 4
5