WLIM
White Lighthouse Investment Management Portfolio holdings
AUM
$615M
This Quarter Return
+7.05%
1 Year Return
+13.17%
3 Year Return
+46.89%
5 Year Return
+66.64%
10 Year Return
–
AUM
$289M
AUM Growth
+$289M
(+6.1%)
Cap. Flow
+$3.8M
Cap. Flow
% of AUM
1.32%
Top 10 Holdings %
Top 10 Hldgs %
47.63%
Holding
114
New
4
Increased
31
Reduced
52
Closed
2
Top Buys
| 1 |
Apple
AAPL
|
$4.17M |
| 2 |
Vanguard High Dividend Yield ETF
VYM
|
$3.47M |
| 3 |
Vanguard Total International Stock ETF
VXUS
|
$1.92M |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
$1.02M |
| 5 |
Tesla
TSLA
|
$961K |
Top Sells
| 1 |
Vanguard Growth ETF
VUG
|
$1.12M |
| 2 |
iShares Gold Trust
IAU
|
$925K |
| 3 |
iShares Core S&P US Growth ETF
IUSG
|
$874K |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$789K |
| 5 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$742K |
Sector Composition
| 1 | Technology | 2.94% |
| 2 | Consumer Discretionary | 1.33% |
| 3 | Healthcare | 1.28% |
| 4 | Consumer Staples | 1.1% |
| 5 | Industrials | 0.42% |
