LI
LifeWealth Investments Portfolio holdings
AUM
$316M
1-Year Est. Return
17.57%
This Fund
S&P 500
1 Year Est. Return
+17.57%
AUM
$655M
AUM Growth
+$71.7M
(+12%)
Holding
235
Top Buys
| 1 | +$8.27M | |
| 2 | +$6.03M | |
| 3 | +$5.39M | |
| 4 |
DECU
AllianzIM U.S. Equity Buffer15 Uncapped Dec ETF
DECU
|
+$4.64M |
| 5 |
AllianzIM U.S. Equity Buffer20 Sep ETF
SEPW
|
+$4.51M |
Top Sells
| 1 | +$5.35M | |
| 2 | +$4.63M | |
| 3 | +$3.63M | |
| 4 |
iShares Russell Mid-Cap Growth ETF
IWP
|
+$3.11M |
| 5 |
FT Vest US Equity Moderate Buffer ETF December
GDEC
|
+$1.57M |
Sector Composition
| 1 | Technology | 9.75% |
| 2 | Consumer Discretionary | 3.61% |
| 3 | Communication Services | 2.74% |
| 4 | Financials | 2.07% |
| 5 | Consumer Staples | 1.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
QBUL
226
TrueShares Quarterly Bull Hedge ETF
QBUL
$14M
| – | – |
-47,837
|
|
||
|
OCTU
227
AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF
OCTU
$68.9M
| – | – |
-20,759
|
|
||
|
NVBU
228
AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF
NVBU
$38.7M
| – | – |
-20,606
|
|
||
229
Veeva Systems
VEEV
$33.5B
| – | – |
-1,512
|
|
||
230
AllianzIM US Equity 6 Month Floor5 Jan/Jul ETF
FLJJ
$8.87M
| – | – |
-17,642
|
|
||
|
SIXD
231
AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF
SIXD
$35.7M
| – | – |
-50,860
|
|
||
232
Salesforce
CRM
$199B
| – | – |
-2,054
|
|
||
233
CrowdStrike
CRWD
$111B
| – | – |
-1,151
|
|
||
234
FT Vest US Equity Buffer ETF April
FAPR
$979M
| – | – |
-12,380
|
|
||
235
Fortinet
FTNT
$60.4B
| – | – |
-5,709
|
|