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
$280M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$75M
2 +$55.5M
3 +$38.9M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$34.7M
5
GLD icon
SPDR Gold Trust
GLD
+$26.2M

Top Sells

1 +$40.3M
2 +$38.4M
3 +$38.3M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$26.8M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$26.7M

Sector Composition

1 Healthcare 0.17%
2 Technology 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-1,823,719
27
-73,410
28
-916,079