WLIM

White Lighthouse Investment Management Portfolio holdings

AUM $656M
1-Year Est. Return 14.26%
This Quarter Est. Return
1 Year Est. Return
+14.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$560M
AUM Growth
-$9.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$1.27M
3
+$1.21M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$891K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$856K

Top Sells

1
+$1.54M
2
+$805K
3
+$654K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$628K
5
TSLA icon
Tesla
TSLA
+$572K

Sector Composition

1 Technology 1.96%
2 Consumer Staples 1.15%
3 Healthcare 0.9%
4 Consumer Discretionary 0.68%
5 Financials 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.56M 0.28%
15,215
+271
52
$1.55M 0.28%
4,772
-40
53
$1.52M 0.27%
10,223
-92
54
$1.46M 0.26%
11,509
-237
55
$1.45M 0.26%
11,331
-808
56
$1.32M 0.24%
26,038
-874
57
$1.32M 0.24%
12,500
58
$1.3M 0.23%
26,201
-9,600
59
$1.29M 0.23%
21,275
+1
60
$1.26M 0.22%
7,362
+2,724
61
$1.24M 0.22%
8,022
-1,698
62
$1.23M 0.22%
12,933
+6,186
63
$1.21M 0.22%
19,739
-965
64
$1.21M 0.22%
2,147
-32
65
$1.16M 0.21%
38,898
-348
66
$1.15M 0.21%
6,930
-1,499
67
$1.07M 0.19%
3,431
+98
68
$1.06M 0.19%
2,029
-489
69
$1M 0.18%
3,041
+490
70
$987K 0.18%
23,852
71
$986K 0.18%
18,820
72
$900K 0.16%
12,818
+568
73
$870K 0.16%
5,104
+1,053
74
$794K 0.14%
3,335
-1,400
75
$755K 0.13%
6,321
+1,508
1 2
3
4 5