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
101
$354K 0.06%
3,017
-348
102
$346K 0.06%
3,012
103
$341K 0.06%
1,653
-466
104
$339K 0.06%
2,026
-335
105
$339K 0.06%
1,799
+124
106
$338K 0.06%
3,121
+701
107
$335K 0.06%
4,251
+178
108
$329K 0.06%
6,737
+160
109
$314K 0.06%
3,385
110
$312K 0.06%
+6,650
111
$311K 0.06%
3,395
-625
112
$300K 0.05%
818
+119
113
$291K 0.05%
+2,125
114
$282K 0.05%
555
115
$280K 0.05%
296
-18
116
$279K 0.05%
1,319
+79
117
$270K 0.05%
1,615
+11
118
$263K 0.05%
1,751
-602
119
$261K 0.05%
7,268
+426
120
$256K 0.05%
2,847
+96
121
$256K 0.05%
+1,082
122
$255K 0.05%
12,892
-375
123
$252K 0.05%
2,546
124
$240K 0.04%
537
+37
125
$237K 0.04%
357
+7
2 3 4
5
6