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
$557M
AUM Growth
+$39.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$1.67M
3
+$1.35M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.11M
5
BTI icon
British American Tobacco
BTI
+$873K

Top Sells

1
+$1.24M
2
+$832K
3
+$502K
4
DUK icon
Duke Energy
DUK
+$417K
5
ANET icon
Arista Networks
ANET
+$365K

Sector Composition

1 Technology 2.1%
2 Consumer Staples 1.09%
3 Healthcare 0.99%
4 Consumer Discretionary 0.58%
5 Communication Services 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$379K 0.07%
3,154
102
$378K 0.07%
1,795
+8
103
$358K 0.06%
+3,902
104
$355K 0.06%
7,000
105
$352K 0.06%
2,999
106
$341K 0.06%
6,400
107
$332K 0.06%
6,607
-505
108
$332K 0.06%
3,435
-499
109
$325K 0.06%
3,210
+783
110
$292K 0.05%
500
111
$292K 0.05%
350
112
$291K 0.05%
+5,218
113
$285K 0.05%
1,850
114
$279K 0.05%
13,566
+204
115
$278K 0.05%
+314
116
$256K 0.05%
1,240
-50
117
$255K 0.05%
6,620
+20
118
$253K 0.05%
+3,428
119
$252K 0.05%
10,270
-650
120
$245K 0.04%
2,718
121
$239K 0.04%
+2,979
122
$234K 0.04%
2,178
+8
123
$226K 0.04%
1,320
124
$225K 0.04%
1,992
125
$223K 0.04%
+1,514
2 3 4
5
6