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WLIM
White Lighthouse Investment Management Portfolio holdings
AUM
$721M
1-Year Est. Return
16.65%
This Fund
S&P 500
1 Year Est. Return
+16.65%
AUM
$239M
AUM Growth
-$33.7M
(-12%)
Holding
135
Top Buys
| 1 | +$4.37M | |
| 2 | +$3.61M | |
| 3 | +$1.71M | |
| 4 |
Vanguard ESG International Stock ETF
VSGX
|
+$1.29M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.17M |
Top Sells
| 1 | +$3.12M | |
| 2 | +$1.57M | |
| 3 | +$1.04M | |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$860K |
| 5 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$807K |
Sector Composition
| 1 | Technology | 2.45% |
| 2 | Healthcare | 1.32% |
| 3 | Consumer Staples | 1.06% |
| 4 | Consumer Discretionary | 0.81% |
| 5 | Communication Services | 0.36% |