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
$412M
AUM Growth
-$7.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$1.55M
3
+$1.34M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.27M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.03M

Top Sells

1
+$2.03M
2
+$1.58M
3
+$533K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$483K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$390K

Sector Composition

1 Technology 2.71%
2 Healthcare 1.21%
3 Consumer Staples 0.7%
4 Consumer Discretionary 0.62%
5 Communication Services 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$296K 0.07%
+3,148
102
$286K 0.07%
3,130
+50
103
$277K 0.07%
7,803
104
$274K 0.07%
1,669
-295
105
$259K 0.06%
1,638
-45
106
$250K 0.06%
2,902
107
$242K 0.06%
3,012
+239
108
$228K 0.06%
13,440
109
$217K 0.05%
+2,395
110
$214K 0.05%
9,000
111
$213K 0.05%
2,718
112
$208K 0.05%
1,125
113
$207K 0.05%
6,430
114
$207K 0.05%
+1,171
115
$204K 0.05%
500
116
$202K 0.05%
2,949
-500
117
– –
-750
1 2 3 4
5