WLIM
White Lighthouse Investment Management Portfolio holdings
AUM
$615M
This Quarter Return
+8.29%
1 Year Return
+13.17%
3 Year Return
+46.89%
5 Year Return
+66.64%
10 Year Return
–
AUM
$615M
AUM Growth
+$615M
(+9.8%)
Cap. Flow
+$12.7M
Cap. Flow
% of AUM
2.07%
Top 10 Holdings %
Top 10 Hldgs %
58.76%
Holding
141
New
8
Increased
65
Reduced
48
Closed
3
Top Buys
| 1 |
Vanguard Growth ETF
VUG
|
$3.64M |
| 2 |
AstraZeneca
AZN
|
$2.29M |
| 3 |
Vanguard Utilities ETF
VPU
|
$2.18M |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
$1.9M |
| 5 |
Vanguard Value ETF
VTV
|
$1.45M |
Top Sells
| 1 |
iShares Gold Trust
IAU
|
$1.68M |
| 2 |
Vanguard Total International Stock ETF
VXUS
|
$983K |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$492K |
| 4 |
Vanguard ESG US Corporate Bond ETF
VCEB
|
$417K |
| 5 |
Vanguard Long-Term Bond ETF
BLV
|
$342K |
Sector Composition
| 1 | Technology | 2.04% |
| 2 | Consumer Staples | 1.13% |
| 3 | Healthcare | 1.03% |
| 4 | Consumer Discretionary | 0.67% |
| 5 | Financials | 0.51% |
