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
$248M
AUM Growth
+$8.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$1.71M
2 +$926K
3 +$640K
4
VTV icon
Vanguard Value ETF
VTV
+$533K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$420K

Top Sells

1 +$387K
2 +$363K
3 +$279K
4
VFH icon
Vanguard Financials ETF
VFH
+$277K
5
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$227K

Sector Composition

1 Technology 3.15%
2 Healthcare 1.37%
3 Consumer Staples 1.07%
4 Consumer Discretionary 0.58%
5 Industrials 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$142K 0.06%
11,000
127
$137K 0.06%
12,530
128
-4,020