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
$343M
AUM Growth
-$6.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.61M
3
+$2.43M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.97M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.07M

Top Sells

1
+$1.54M
2
+$1.14M
3
+$641K
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$494K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$368K

Sector Composition

1 Technology 2.41%
2 Healthcare 0.98%
3 Consumer Staples 0.73%
4 Consumer Discretionary 0.47%
5 Utilities 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$219K 0.06%
5,010
102
$218K 0.06%
3,004
103
$216K 0.06%
9,000
104
$201K 0.06%
7,803
105
– –
-4,000
106
– –
-3,654
107
– –
-500
108
– –
-7,125
109
– –
-392
110
– –
-8,780
111
– –
-5,100
1 2 3 4
5