LLWM
Life Line Wealth Management Portfolio holdings
AUM
$309M
This Quarter Return
+8.72%
1 Year Return
+30.51%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$253M
AUM Growth
–
Cap. Flow
+$253M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
97.31%
Holding
27
New
27
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$69.1M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$46.1M |
| 3 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$45.3M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$45.2M |
| 5 |
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 | Consumer Staples | 0.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$13.7B
| $202K | 0.08% |
+2,020
| New | +$202K |
|
27
Hims & Hers Health
HIMS
$9.5B
| $126K | 0.05% |
+14,197
| New | +$126K |
|