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
$557M
AUM Growth
+$39.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$1.67M
3
+$1.35M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.11M
5
BTI icon
British American Tobacco
BTI
+$873K

Top Sells

1
+$1.24M
2
+$832K
3
+$502K
4
DUK icon
Duke Energy
DUK
+$417K
5
ANET icon
Arista Networks
ANET
+$365K

Sector Composition

1 Technology 2.1%
2 Consumer Staples 1.09%
3 Healthcare 0.99%
4 Consumer Discretionary 0.58%
5 Communication Services 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$220K 0.04%
447
-40
127
$211K 0.04%
2,200
-3,800
128
$206K 0.04%
+3,182
129
$205K 0.04%
+2,631
130
$203K 0.04%
+760
131
$22.9K ﹤0.01%
+1,825
132
– –
-4,161
133
– –
-9,000
2 3 4 5
6