WLIM
White Lighthouse Investment Management Portfolio holdings
AUM
$615M
This Quarter Return
+0.05%
1 Year Return
+13.17%
3 Year Return
+46.89%
5 Year Return
+66.64%
10 Year Return
–
AUM
$569M
AUM Growth
+$569M
(+2.1%)
Cap. Flow
+$17.6M
Cap. Flow
% of AUM
3.1%
Top 10 Holdings %
Top 10 Hldgs %
57.75%
Holding
138
New
7
Increased
57
Reduced
49
Closed
5
Top Buys
| 1 |
iShares Short Treasury Bond ETF
SHV
|
$5.37M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$2.39M |
| 3 |
Vanguard Total Bond Market
BND
|
$1.94M |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
$1.72M |
| 5 |
Marriott International Class A Common Stock
MAR
|
$1.32M |
Top Sells
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
$514K |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$472K |
| 3 |
Vanguard Information Technology ETF
VGT
|
$448K |
| 4 |
Vanguard Mega Cap Growth ETF
MGK
|
$322K |
| 5 |
iShares Select Dividend ETF
DVY
|
$320K |
Sector Composition
| 1 | Technology | 2.28% |
| 2 | Consumer Staples | 1.08% |
| 3 | Consumer Discretionary | 1.01% |
| 4 | Healthcare | 0.87% |
| 5 | Financials | 0.43% |
