WLIM

White Lighthouse Investment Management Portfolio holdings

AUM $716M
1-Year Est. Return 16.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$240M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$1.83M
3
+$1.37M
4
AMZN icon
Amazon
AMZN
+$1.08M
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$1.07M

Top Sells

1
+$754K
2
+$353K
3
+$332K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$310K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$215K

Sector Composition

1 Technology 3.07%
2 Healthcare 1.55%
3 Consumer Staples 1.1%
4 Consumer Discretionary 0.63%
5 Industrials 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-5,800
127
– –
-7,050
2 3 4 5
6