LLWM

Life Line Wealth Management Portfolio holdings

AUM $339M
1-Year Est. Return 32.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$309M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$40.4M
2
+$37.3M
3
+$35.7M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$35.4M
5
IAU icon
iShares Gold Trust
IAU
+$13.8M

Top Sells

1
+$32.4M
2
+$25.7M
3
+$25.6M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$25.3M
5
EWG icon
iShares MSCI Germany ETF
EWG
+$23.7M

Sector Composition

1 Healthcare 0.23%
2 Communication Services 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$382K 0.12%
7,667
+91
27
$379K 0.12%
4,133
-23
28
$373K 0.12%
3,390
+637
29
$354K 0.11%
1,559
+274
30
$337K 0.11%
6,187
+1,516
31
$336K 0.11%
4,420
+76
32
$313K 0.1%
4,936
+1,252
33
$251K 0.08%
10,788
-803
34
$239K 0.08%
+1,223
35
$219K 0.07%
2,181
+25
36
– –
-340,117
1
2