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
$457M
AUM Growth
+$45.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.16M
3
+$1.44M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.39M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.35M

Top Sells

1
+$1.9M
2
+$1.58M
3
+$885K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$714K
5
BLV icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$321K 0.07%
1,670
+1
102
$314K 0.07%
2,879
103
$303K 0.07%
12,520
-2,750
104
$278K 0.06%
3,011
-1
105
$274K 0.06%
2,832
-70
106
$253K 0.06%
+2,769
107
$252K 0.06%
+1,850
108
$249K 0.05%
2,510
-638
109
$247K 0.05%
13,362
-78
110
$234K 0.05%
+1,378
111
$230K 0.05%
6,600
+170
112
$230K 0.05%
2,430
+35
113
$229K 0.05%
+750
114
$228K 0.05%
9,000
115
$227K 0.05%
500
116
$225K 0.05%
1,075
-50
117
$224K 0.05%
2,718
118
$223K 0.05%
+3,000
119
$219K 0.05%
1,556
-805
120
– –
-2,949
121
– –
-1,171
122
– –
-1,287
1 2 3 4
5