WLIM
White Lighthouse Investment Management Portfolio holdings
AUM
$615M
This Quarter Return
+9.85%
1 Year Return
+13.17%
3 Year Return
+46.89%
5 Year Return
+66.64%
10 Year Return
–
AUM
$457M
AUM Growth
+$457M
(+11%)
Cap. Flow
+$5.9M
Cap. Flow
% of AUM
1.29%
Top 10 Holdings %
Top 10 Hldgs %
55.3%
Holding
124
New
6
Increased
46
Reduced
50
Closed
3
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$2.48M |
| 2 |
Vanguard High Dividend Yield ETF
VYM
|
$2.16M |
| 3 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$1.44M |
| 4 |
iShares Short Treasury Bond ETF
SHV
|
$1.39M |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$1.35M |
Top Sells
| 1 |
iShares Core Total USD Bond Market ETF
IUSB
|
$1.9M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.58M |
| 3 |
Apple
AAPL
|
$885K |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$714K |
| 5 |
Vanguard Long-Term Bond ETF
BLV
|
$424K |
Sector Composition
| 1 | Technology | 2.7% |
| 2 | Healthcare | 1.15% |
| 3 | Consumer Staples | 0.63% |
| 4 | Consumer Discretionary | 0.54% |
| 5 | Communication Services | 0.33% |
