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
1
2