LLWM
Life Line Wealth Management Portfolio holdings
AUM
$309M
This Quarter Return
+11.67%
1 Year Return
+30.51%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$309M
AUM Growth
+$309M
(+14%)
Cap. Flow
+$10.3M
Cap. Flow
% of AUM
3.34%
Top 10 Holdings %
Top 10 Hldgs %
95.09%
Holding
36
New
2
Increased
22
Reduced
11
Closed
1
Top Buys
| 1 |
iShares MSCI Intl Quality Factor ETF
IQLT
|
$42.1M |
| 2 |
Invesco QQQ Trust
QQQ
|
$39.6M |
| 3 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$39.5M |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$39.3M |
| 5 |
iShares Gold Trust
IAU
|
$13.9M |
Top Sells
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$32.4M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$27.6M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$27.6M |
| 4 |
iShares MSCI EAFE Growth ETF
EFG
|
$26.9M |
| 5 |
iShares MSCI Germany ETF
EWG
|
$25.1M |
Sector Composition
| 1 | Consumer Staples | 0.23% |
| 2 | Communication Services | 0.13% |
