WLIM
White Lighthouse Investment Management Portfolio holdings
AUM
$615M
1-Year Est. Return
13.17%
1 Year Est. Return
+13.17%
AUM
$560M
AUM Growth
-$9.18M
(-1.6%)
Holding
138
Top Buys
| 1 | +$3.58M | |
| 2 | +$1.27M | |
| 3 | +$1.21M | |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
+$891K |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
+$856K |
Top Sells
| 1 | +$1.54M | |
| 2 | +$805K | |
| 3 | +$654K | |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$628K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
126
Intuitive Surgical
ISRG
$160B
| $226K | 0.04% |
456
+9
|
|
||
127
Palo Alto Networks
PANW
$141B
| $225K | 0.04% |
1,320
|
|
||
128
SPDR Portfolio S&P 500 Growth ETF
SPYG
$42.3B
| $220K | 0.04% |
2,740
+1
|
|
||
129
Deere & Co
DE
$124B
| $218K | 0.04% |
+465
|
|
||
130
iShares MSCI EAFE Growth ETF
EFG
$11.5B
| $214K | 0.04% |
2,136
+1
|
|
||
131
Schwab Short-Term US Treasury ETF
SCHO
$11.3B
| $211K | 0.04% |
8,670
|
|
||
132
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.4B
| $174K | 0.03% |
+12,755
|
|
||
133
iShares Global Clean Energy ETF
ICLN
$1.79B
| $173K | 0.03% |
15,177
-5,148
|
|
||
134
Ameriprise Financial
AMP
$44.3B
| – | – |
-400
|
|
||
135
Arista Networks
ANET
$180B
| – | – |
-2,200
|
|
||
136
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.5B
| – | – |
-1,992
|
|
||
137
Mondelez International
MDLZ
$80.8B
| – | – |
-3,428
|
|
||
|
138
Tesla
TSLA
$1.46T
| – | – |
-1,416
|
|