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
$569M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$5.37M
2
+$1.94M
3
+$1.72M
4
MAR icon
Marriott International
MAR
+$1.32M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$715K

Top Sells

1
+$514K
2
+$472K
3
+$448K
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$322K
5
DVY icon
iShares Select Dividend ETF
DVY
+$320K

Sector Composition

1 Technology 2.28%
2 Consumer Staples 1.08%
3 Consumer Discretionary 1.01%
4 Healthcare 0.87%
5 Financials 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$232K 0.04%
1,604
+90
127
$231K 0.04%
20,325
-5,677
128
$229K 0.04%
1,992
129
$220K 0.04%
2,751
+33
130
$213K 0.04%
+400
131
$209K 0.04%
8,670
-1,600
132
$207K 0.04%
2,135
-43
133
$205K 0.04%
3,428
134
– –
-5,218
135
– –
-2,631
136
– –
-760
137
– –
-1,850
138
– –
-1,825
2 3 4 5
6