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
+$587K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$55M
2 +$36.5M
3 +$36.2M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$26.9M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$743K

Top Sells

1 +$75M
2 +$55.5M
3 +$26.2M
4
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$292K
5
DNLI icon
Denali Therapeutics
DNLI
+$228K

Sector Composition

1 Healthcare 0.12%
2 Communication Services 0.07%
3 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-7,812
27
-107,630
28
-292,378
29
-688,195
30
-6,578