LLWM

Life Line Wealth Management Portfolio holdings

AUM $309M
1-Year Est. Return 30.51%
This Quarter Est. Return
1 Year Est. Return
+30.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$253M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$69.1M
2 +$46.1M
3 +$45.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$45.2M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$34.8M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 0.2%
2 Technology 0.11%
3 Healthcare 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$202K 0.08%
+2,020
27
$126K 0.05%
+14,197