WLIM
White Lighthouse Investment Management Portfolio holdings
AUM
$615M
This Quarter Return
+10.34%
1 Year Return
+13.17%
3 Year Return
+46.89%
5 Year Return
+66.64%
10 Year Return
–
AUM
$313M
AUM Growth
+$313M
(+8.5%)
Cap. Flow
-$1.06M
Cap. Flow
% of AUM
-0.34%
Top 10 Holdings %
Top 10 Hldgs %
49.12%
Holding
119
New
7
Increased
27
Reduced
49
Closed
6
Top Buys
| 1 |
Snowflake
SNOW
|
$1.45M |
| 2 |
Vanguard Total International Stock ETF
VXUS
|
$1,000K |
| 3 |
iShares S&P Small-Cap 600 Growth ETF
IJT
|
$846K |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
$776K |
| 5 |
Vanguard Value ETF
VTV
|
$700K |
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$1.25M |
| 2 |
Tesla
TSLA
|
$1.2M |
| 3 |
Apple
AAPL
|
$1.13M |
| 4 |
Invesco QQQ Trust
QQQ
|
$814K |
| 5 |
Vanguard Information Technology ETF
VGT
|
$551K |
Sector Composition
| 1 | Technology | 3.13% |
| 2 | Healthcare | 1% |
| 3 | Consumer Staples | 0.96% |
| 4 | Consumer Discretionary | 0.84% |
| 5 | Industrials | 0.45% |
