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
76
$750K 0.13%
8,159
-2,070
77
$750K 0.13%
6,364
-176
78
$745K 0.13%
11,612
-270
79
$656K 0.12%
10,420
+304
80
$636K 0.11%
18,210
-475
81
$590K 0.11%
8,142
82
$575K 0.1%
1,861
83
$566K 0.1%
3,310
-42
84
$565K 0.1%
12,286
-632
85
$564K 0.1%
9,397
-71
86
$559K 0.1%
6,170
+136
87
$549K 0.1%
14,309
+2,317
88
$507K 0.09%
1,955
89
$481K 0.09%
1,960
+138
90
$456K 0.08%
22,449
+2
91
$443K 0.08%
5,662
+1,067
92
$431K 0.08%
9,542
+1,103
93
$425K 0.08%
5,869
94
$416K 0.07%
2,666
+100
95
$409K 0.07%
2,023
-128
96
$397K 0.07%
6,430
-42
97
$393K 0.07%
4,373
-1,268
98
$367K 0.07%
14,674
+19
99
$360K 0.06%
3,031
+32
100
$355K 0.06%
7,000
2 3
4
5 6