LLWM
Life Line Wealth Management Portfolio holdings
AUM
$328M
1-Year Est. Return
30.17%
1 Year Est. Return
+30.17%
AUM
$328M
AUM Growth
+$19.2M
(+6.2%)
Holding
37
Top Buys
| 1 | +$474K | |
| 2 | +$203K | |
| 3 | +$41.4K | |
| 4 |
Invesco NASDAQ 100 ETF
QQQM
|
+$41.3K |
| 5 |
iShares MSCI EAFE Value ETF
EFV
|
+$33.6K |
Top Sells
| 1 | +$968K | |
| 2 | +$563K | |
| 3 | +$508K | |
| 4 |
iShares Gold Trust
IAU
|
+$444K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$264K |
Sector Composition
| 1 | Healthcare | 0.24% |
| 2 | Technology | 0.14% |
| 3 | Communication Services | 0.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$27.8B
| $423K | 0.13% |
3,793
+36
|
|
||
27
iShares Core US Aggregate Bond ETF
AGG
$136B
| $421K | 0.13% |
4,202
+41
|
|
||
28
BlackRock US Equity Factor Rotation ETF
DYNF
$31.1B
| $408K | 0.12% |
6,886
+699
|
|
||
29
PGIM Ultra Short Bond ETF
PULS
$13.5B
| $387K | 0.12% |
7,759
+92
|
|
||
30
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42.4B
| $379K | 0.12% |
4,132
-1
|
|
||
|
31
iShares MSCI EAFE Value ETF
EFV
$28.1B
| $368K | 0.11% |
5,432
+496
|
|
||
32
iShares Core MSCI International Developed Markets ETF
IDEV
$25.2B
| $354K | 0.11% |
4,420
|
|
||
33
Netflix
NFLX
$373B
| $345K | 0.11% |
2,880
-20
|
|
||
34
iShares S&P 500 Value ETF
IVE
$48.3B
| $246K | 0.08% |
1,191
-32
|
|
||
35
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.32B
| $232K | 0.07% |
9,859
-929
|
|
||
36
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$14.7B
| $222K | 0.07% |
2,206
+25
|
|
||
37
Invesco S&P 500 Top 50 ETF
XLG
$11.2B
| $203K | 0.06% |
+3,532
|
|