WLIM
White Lighthouse Investment Management Portfolio holdings
AUM
$615M
This Quarter Return
+4.99%
1 Year Return
+13.17%
3 Year Return
+46.89%
5 Year Return
+66.64%
10 Year Return
–
AUM
$419M
AUM Growth
+$419M
(+5.5%)
Cap. Flow
+$3.34M
Cap. Flow
% of AUM
0.8%
Top 10 Holdings %
Top 10 Hldgs %
54.58%
Holding
116
New
3
Increased
35
Reduced
48
Closed
1
Top Buys
| 1 |
iShares Short Treasury Bond ETF
SHV
|
$3.25M |
| 2 |
Vanguard High Dividend Yield ETF
VYM
|
$3.02M |
| 3 |
Apple
AAPL
|
$1.57M |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
$851K |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$793K |
Top Sells
| 1 |
Vanguard Growth ETF
VUG
|
$3.54M |
| 2 |
Vanguard Information Technology ETF
VGT
|
$1.09M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
$961K |
| 4 |
Vanguard Mega Cap Growth ETF
MGK
|
$593K |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
$486K |
Sector Composition
| 1 | Technology | 3.22% |
| 2 | Healthcare | 0.8% |
| 3 | Consumer Staples | 0.71% |
| 4 | Consumer Discretionary | 0.61% |
| 5 | Utilities | 0.33% |
