WLIM
White Lighthouse Investment Management Portfolio holdings
AUM
$716M
1-Year Est. Return
16.44%
This Fund
S&P 500
1 Year Est. Return
+16.44%
AUM
$716M
AUM Growth
+$60.4M
(+9.2%)
Holding
151
Top Buys
| 1 | +$16.4M | |
| 2 | +$7M | |
| 3 | +$4.06M | |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$1.75M |
| 5 |
iShares Expanded Tech Sector ETF
IGM
|
+$1.45M |
Top Sells
| 1 | +$992K | |
| 2 | +$702K | |
| 3 | +$658K | |
| 4 |
Vanguard Information Technology ETF
VGT
|
+$587K |
| 5 |
Vanguard Health Care ETF
VHT
|
+$428K |
Sector Composition
| 1 | Technology | 1.97% |
| 2 | Healthcare | 1.06% |
| 3 | Consumer Staples | 0.81% |
| 4 | Financials | 0.71% |
| 5 | Communication Services | 0.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Netflix
NFLX
$391B
| – | – |
-2,180
|
|