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
$273M
AUM Growth
+$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Sells

1 +$2.2M
2 +$645K
3 +$486K
4
ORCL icon
Oracle
ORCL
+$415K
5
XOM icon
Exxon Mobil
XOM
+$283K

Sector Composition

1 Technology 2.4%
2 Healthcare 1.39%
3 Consumer Staples 1.04%
4 Consumer Discretionary 0.56%
5 Communication Services 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$162K 0.06%
11,000
127
-3,090
128
-7,550
129
-31,093
130
-4,013