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
$239M
AUM Growth
-$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$4.44M
2
+$3.14M
3
+$1.39M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.19M
5
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$1.07M

Top Sells

1
+$3.07M
2
+$1.29M
3
+$863K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$807K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$680K

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-4,700
127
– –
-4,950
128
– –
-3,750
129
– –
-1,709
130
– –
-3,167
2 3 4 5
6