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
$240M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1 +$3.58M
2 +$1.85M
3 +$1.38M
4
AMZN icon
Amazon
AMZN
+$1.1M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.07M

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
-2,900
127
-7,050